Masters Advisors

Client Log-in Contact Us

The Master’s Minute

Helpful Tools and Tips

The Great Wealth Transfer

by

In the late 1990s a small group of Boston College researchers wrote a paper projecting an enormous transfer of wealth via inheritance. They estimated that over 40 trillion dollars would change hands to an inheriting generation within the first 50 years of the current decade. This theory became known as “The Great Wealth Transfer.” Since their writing, other experts have given varying opinions as to the overall amount of projected… Read More

A Life of Purpose

by

Maybe life for you is routine where each day blends into the next.  Or perhaps the demands of life have made your schedule so hectic that busyness steals time away from you, and you often ask yourself “Where did the time go?” “What did I actually accomplish today?”  Life often feels quite ordinary leaving us to wonder what impact we are making with the life we’ve been given. God has… Read More

The Value of Relationships

by

Every year we have a special thank you dinner for those clients that have referred a potential client to us, regardless of if that referral becomes a client or not. It is an enjoyable evening of fellowship and thanks to those willing to share with others how we might benefit a potential client. At recent gatherings clients have been able to make new friends and share everything from great hunting… Read More

Are We Living up to the Hype?

by

On December 5th, Master’s held our annual Christmas event. As usual, we had great food at the Eden Resort, beautiful Christmas music from Madeline Bender and a powerful message from Brian Black. As I received many compliments on behalf of those who made the event so special, it was a conversation that happened before the event that stuck out to me. I was talking to a couple I know well,… Read More

Providing Consistent and Relevant Communication

by

Welcome to our first official Master’s Advisors Blog! Providing consistent and relevant communication is one of the ways we serve our client base.  For a number of years on a quarterly basis, we have mailed a newsletter as well as a letter written by each partner.  In a continued effort to provide consistent and relevant communication, we are launching a blog/email blast. Recently, we completed a website overhaul.  Although we… Read More

2014 Is A Significant Milestone for Master’s.

by

In May, we will celebrate 20 years in business. As I think back to January 1994, I recall a foundational event in the formation of the company where we decided to spend a few days together in a mountain cabin to formulate plans for the new company. It was during that time that we decided on the name Master’s, developed our initial mission statement and discussed the core principles that… Read More