As We See It Newsletter

Current Issue

Spring 2026

“AI” and the Jevons Paradox

Joseph J. Healy, CFA®

Crucial Conversations

Lydia R. Owen, CFP®

Past Issues

Archive

Holiday 2025

Choosing the Right Trust Plan for You

Edward K. Staples

Fall 2025

The Tyranny of the Index

James M. Powell, CFA®, CAIA®, CFP®

Spring 2025

In the Land of Tariffs

Wade M. Walbrun

Winter 2025

We are Certain of Uncertainty

Joseph J. Healy, CFA®

Holiday 2024

Corporate Trustee A Gift for all Seasons

Lydia R. Owen, CFP®

Fall 2024

When it Comes to Gifts

Edward K. Staples

Spring 2024

Alternative Investments

James M. Powell, CFA®, CAIA,® CFP®

Winter 2024

Born on Pessimism

Wade M. Walbrun

As We See It Newsletter