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March 2, 2022

2022, 1st Quarter 2022

I had an epiphany this morning and decided to write the HNWAG quarterly letter about it. Everyone knows the phrase “Life is a journey”. Yet if you break it...

December 31, 2021

Holiday Letter, December 2021

“Time” I was meeting with a prospective client “John” the other day and he asked me a great question as to why his family should work with The High...

December 1, 2021

2021, 4th Quarter Update

What Is the Debt Ceiling and Why Should I Care? Think about the United States debt ceiling as a credit card and the limit that the card is set...

September 1, 2021

2021, 3rd Quarter Update

Inflation – the Unwanted Houseguest Inflation is the increase in the cost of goods and services passed on to the end-user or consumer. The root cause of inflation is...

June 1, 2021

2021, 2nd Quarter Update

“Covid Swag” I am naming a new phenomenon to the increased confidence in battling “The Covid”. I am calling it “Covid Swag”. The “Covid Swag” is when you have...

March 1, 2021

2021, 1st Quarter Update

If our journey lies ahead, why do they install rearview mirrors in cars? The answer is; risk can come from behind as well as in front and the cautious...

December 1, 2020

Holiday Letter, December 2020

I remember the excitement of the season in the Morgan house as a child. I grew up in Northern New Jersey just outside of the “Big Apple”. Each year...

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