- Good Idea, Bad Start
- When Opportunity Comes Face to Face with Hard Work and Preparation
- End of an Era
- No Strategic Approach to Wealth Management
- Alarm Bells
- It's Hard to Grow Assets AND Enjoy the Fruits of Success at the Same Time!
- Our Wealth Represented More than Cash
- We Needed to Get a Handle on Our Investment Portfolio
- Introducing Strategic Wealth Management
- We Are Stewards, Not Owners, of Our Wealth
- Taking Control for the First Time
- Philanthropy Has Emerged as a Shared Interest Among Many Family Members
- Closer Family Ties
- The Wealth-Building Legacy of E.A. Stuart
- How My Dad Taught Me the Value of Money
- A Book About Strategic Wealth Management
Closer Family Ties
Finally, because members of my immediate family today coordinate their wealth management activities, it has brought my siblings, parents, and me closer together emotionally than in years past. You should know that growing diversified wealth is not easy. It requires cutting-edge investment knowledge, a competitive spirit, and a particular personality. It also requires a commitment to communicating openly, honestly, and respectfully with other family members—even when you don't always agree with them. In the Lucas clan today, that's not always easy to do. As our family continues to grow, we must consider the concerns and interests of all family members in setting wealth management goals and making other critical wealth management decisions.