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Michael Caldwell

 
June 14, 2016

Heroes, Big and Small

I mentioned when I first started my newsletters that I wanted to share more than just financial advice. This month I’ve decided to tell you a …

 
May 10, 2016

The Company Retreat and Audacious Goals

Okay, before you read this please be aware that it might be a little, or a lot, boring. After all, what can you say about going …

 
April 5, 2016

Building a Sustainable Family Legacy

I promised earlier in the year to tell you more about what Building a Sustainable Family Legacy means to me. What I think about this today …

 
March 8, 2016

The Odd One Out

One of these things is not like the others, one of these things doesn’t belong: Going to the dentist Buying life insurance Taking a vacation Having …

 
February 1, 2016

It’s All About the SAM

So, how’s your SAM? No, it’s not a novelty fast food burger. It means Strategic Asset Mix and it flows from knowing your goals and what you …

 
January 3, 2016

Welcome to my Newsletter and Blog

Happy new year to you, and welcome to the results of one of my resolutions – an e-newsletter and blog. Why now, you might ask? Good …