Happy New Year and look at 2018

Happy New Year and look at 2018

I’ve been a financial advisor for more than three decades and it never ceases to amaze me how often pundits and soothsayers offer utterly inaccurate prognostications for capital markets. It does not amaze me, however, that the financial media, consistent promoters of...
My Favorite Podcasts

My Favorite Podcasts

Podcasts are one of the greatest inventions of the last decade or so. If you are not currently listening to any podcasts you are denying yourself access to some of the greatest minds of our era, not to mention, they are free and largely without commercial...
The Terrifying Truth About Your 401(k) Plan

The Terrifying Truth About Your 401(k) Plan

Halloween is the time for costumes, candy and haunted houses. 401(k) plans are often dressed up in scary costumes with hidden fess in complex investment arrangements. Be smart and don’t let your plan provider steal all your retirement candy. A frequent disguise of...
5 Steps For Accumulating Wealth

5 Steps For Accumulating Wealth

Each of us is unique but there are fundamental principles that can be woven into your financial future. These principles are building blocks for wealth over the long term, and are valuable to keep them in mind, always.   1. Avoid Get-Rich-Quick Schemes   I’ve...
Whatever Your Plans are; Plan For Income

Whatever Your Plans are; Plan For Income

I have had the pleasure of assisting many clients for decades. Eventually, they all retire and need income from their portfolio. There are many reasons why clients work with us but the common thread is the complexities that inevitably spring from managing a portfolio...