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Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Friday, March 13, 2020

Coronavirus continues to dominate headlines. But now, there’s a new contender in the ring for what’s driving the markets – the Oil War between Saudi Arabia and Russia. What, exactly, are these two countries squabbling...

 

Wednesday, February 19, 2020

Happy February! As you know, it was in February that George Washington, the first president of the United States, was born. Recently, I came across a remarkable story about this remarkable man that I thought I would share with you....

 

Friday, January 17, 2020

Every January, I send my clients a letter titled The Year in Review, where together we look back at the year that was. What were the highlights? What were the “lowlights”? What did we learn? But this January doesn’t...

 

Sunday, December 8, 2019

Everyone knows the story of Santa Claus. Each Christmas Eve, he loads up his sleigh with goodies and toys for the children of the world. Pulled by eight reindeer, he traverses the night, magically visiting every home before the sun...

 

Monday, November 18, 2019

As the days get shorter and the nights longer, most people start turning their attention to holiday plans and Christmas shopping. But there’s something else on the rise this time of year: charitable giving. Charity exists no...

 

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Friday, November 8, 2019

In 1945, there were sixteen million of them. Today, there are less than 500,000 left. They endured the hardships of the Depression. They watched firsthand as radio, talking pictures, and television changed how we live. They witnessed...

 

Thursday, October 17, 2019

Earlier this year, the House of Representatives passed a new bill called the Setting Every Community Up for Retirement Enhancement Act, aka the SECURE Act. (Acronyms are kind of a thing in Congress.) As the name implies, the bill has...