Michael Samford

Safe at Home: Avoiding Costly Errors When Markets Get Wild

Safe at Home: Avoiding Costly Errors When Markets Get Wild

As the Major League Baseball season takes swing—with ballparks buzzing, gloves snapping, and the unmistakable scent of pine tar in the spring air—it’s a fresh reminder of just how much America’s pastime can teach us about discipline, strategy, and timing. Baseball,...

read more
A Market of Orchestration, Not Concentration

A Market of Orchestration, Not Concentration

From Spotlight to Harmony It is late evening in a grand concert hall. The audience sits in hushed anticipation as the conductor stands in a commanding spotlight, casting the orchestra into shadow. The violins and cellos begin with a delicate passage, weaving ethereal...

read more
Nutella, Pencils and Taxes: A Review of Tariff Policy

Nutella, Pencils and Taxes: A Review of Tariff Policy

Tariffs are a foreign concept to most people. Beyond their role as a tax on the sale of foreign goods, in the real world, tariffs are perhaps among the most ambiguous policy tools for those not involved with international trade. We hear tariff policy proposals on the...

read more
The Bedrock of Fiduciary Innovation

The Bedrock of Fiduciary Innovation

As we close out 2024, we want to express our sincere gratitude for your trust and partnership. Since our founding in 1985, we have remained committed to Loyalty, Prudence, Care, and Professionalism—values that ensure your interests are always our top priority. This...

read more
Curating the Future of Your Estate

Curating the Future of Your Estate

An Unnerving Topic If your local newspaper published your obituary today, would you read it? In 1888, this surreal scenario played out for an accomplished inventor and industrialist who found himself reading his own obituary while very much alive. A death did occur,...

read more