A growing number of families are adopting family mission statements. Mission statements, an expectation in the corporate world, can be valuable in uniting a family around common goals and the actions needed to make them a reality. A mission statement can provide foundational concepts that help solidify future decisions and guide the way your family…
The Menashe Morley Group is pleased to welcome two brand new members to the team — Cecilia Shelton and her husband Jack, and John Naviaux and his wife Erin, each welcomed a beautiful newborn to their families: Linnea Marie Shelton and James Allyn Naviaux. As they celebrate their new additions, it makes sense to discuss…
November is Cyber Security month, and that’s a good thing for investors. Wall Street is putting big bucks into stopping cyber crimes and both startups and tech conglomerates are seeing profits skyrocket. According to CB Insights — a venture capital database and angel investment database — investors put close to $1.4 billion into cyber security…
Preparing for the Unexpected One of the financial risks we face, but are often unaware of until we have a sudden need, is liquidity risk. By that we mean: the ability to get your hands on cash immediately. Years ago a client of ours was struck by a brain tumor while traveling in Europe.…
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