Protecting Your Cyber Security
If you’ve received calls informing you of your social security number being compromised, you are not alone, and you are not in danger of the US Federal Government coming to [...]
Business Owners & Executives Should Invest in a Family CFO
Sources Your business is growing. You've finalized your strategic plan and are on track to reach your growth goals. Have you done the same for your personal financial life? [...]
New Year Financial Checklist: Are You Set Up For Success?
2020 is here, and it's here to stay! While there are many new year resolutions flying around this time of year, perhaps the most important is getting your finances in [...]
Portfolio Stress Testing: Are You Prepared For the Next Recession?
At Buttonwood, our asset management objective is to produce a more consistent rate of return over full economic cycles. We believe this leads to a more consistent income stream from [...]
Required Minimum Distribution Mistakes & Rules
We often see common mistakes when retirement investors begin taking their Required Minimum Distributions (RMDs). In our role as Family CFO, we proactively work with our clients to ensure your [...]
The Power of Investing
While investment management is just one part of what we do for our multi-generational clients, we know how critical it is to our next generation's financial well-being. If you [...]