It’s been reported that individuals and businesses are leaving California at increased rates, and many suspect economic forces are the primary...
California Taxes — Before Leaving, Consider the Facts
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360 Wealth
Clear Capital – Are we Inflating our Concerns about Inflation?
“These Prices are Insane” Eddie Antar (“CEO, Crazy Eddie”) “I continue to believe that the American people have a love-hate relationship with...
Wealth Squared – the Next Generation’s Concept of Wealth
When the next generation thinks of wealth, it is not our parents’ idea of a paid-off, picket fence suburban home with a Cadillac in the driveway....
How a Spousal Lifetime Access Trust (SLAT) Preserves Wealth and Creates Asset Protection for Your Family
As parents age, they begin to think about estate planning, and they naturally want to pass on their assets in the most efficient, and least...
NextGen Financial Education and Financial Life Planning
The “Sudden Wealth Syndrome” affects individuals and families who quickly accumulate large sums of money (sale of a business, lottery, sports...
The Allegory of “Mr. Market,” as Explained by Warren Buffett
Before purchasing any stock for our clients or ourselves (they are one and the same), we at Cheviot analyze the underlying business in an attempt to...
How to Think About Stocks Now (and Forever)
If an investor is to passively own a business (that is, not participate in the management or ongoing financing of that business), there is...
Clear Insights: Meme Stocks
“The greater the mania, the higher the intellect of those who succumb to it.” - Bernard Baruch “Speculation is an effort, probably unsuccessful, to...
Recent Posts
Battle of the Second Sons – former Prince Andrew vs. Fredo
In powerful families, whether fictional crime dynasties or centuries-old monarchies, the greatest threats often don’t come from outside enemies. While a family business may have more immediate concerns with tariffs, employee absenteeism, and healthcare benefits, the...
What Happens when their Child marries into a Family Business?
Marriage is often described as a union between two individuals who have committed to building a life together. It is also a union between two families that haven’t committed to spending their lives together, but they’re doing it anyway. As the parent-child bond...
Second-Generation Family Business Legacy: John Furner’s Historic Rise to Lead Walmart
MikeMozartJeepersMedia, CC BY-SA 3.0 via Wikimedia Commons The Walmart Board of Directors has named John Furner as the company's next President and CEO, succeeding Doug McMillon on February 1, 2026. This appointment marks a remarkable milestone in corporate America:...
Dynasty – Big Shoulder Pads, Big Family Business Conflicts
Dynasty is great family business television because it combines family conflict with financial and power struggles, making every choice feel intensely personal. It exemplifies the natural structure for long-running stories because relatives are bound together by...
