『Wealth and Understanding: Conversations with Riverview Trust Company』のカバーアート

Wealth and Understanding: Conversations with Riverview Trust Company

Wealth and Understanding: Conversations with Riverview Trust Company

著者： Chris Cline
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We try to demystify estate and financial planning, so that our clients and friends can make decisions they feel good about.

© 2023 Wealth and Understanding: Conversations with Riverview Trust Company 個人ファイナンス 経済学
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  • Estate Planning #5: Designing Trusts for your Kids

    Estate Planning #5: Designing Trusts for your Kids
    2020/10/09

    One of the most difficult parts of the estate planning process is figuring out whether to create trusts for your children or other heirs at your death, and how those trusts might work.  This episode explores some key "design elements" for those trusts.
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    17 分
  • Financial Planning #3: Investing and the Law of the Farm

    Financial Planning #3: Investing and the Law of the Farm
    2020/08/26

    The late Stephen Covey, in his book, "First Things First," discussed the "law of the farm," and how it governs our lives.  This episode applies his thinking on the subject to our investing approach
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    10 分
  • Financial Planning #2: What Do I Need to Know about Investment Theory?

    Financial Planning #2: What Do I Need to Know about Investment Theory?
    2020/08/26

    Investment theory sounds pretty dry.  But a basic understanding of risk and our reactions to it can be very helpful in understanding our thinking about investments.  This episode looks at Modern Portfolio Theory, behavioral finance and our views of money and investments.
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    23 分
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