Blog

Dealing with the death of a loved one is an emotionally draining and challenging process - and struggling with the probate process doesn't often make the time easier for your surviving heirs. Recently I've been working with my clients to help make the transfer of assets upon their death much easier...

The anticipation of September proved to be a lot worse than the actual event. The Federal Reserve didn't reverse course, Syria wasn't the tinderbox it promised to be, and the budget fight was punted into October. Many of the investors who fled to cash in August missed out on a good month of returns...

Shutting down our government is how our elected officials have decided to work out their differences in Washington. I could go on and on about how childish and immature this course of action is, regardless of who is at fault. For your sake, I won't. However, the question has come from many clients -...

After a weekend with no signs of compromise between the House of Representatives and Senate, the United States government stands directly in front of its first partial shutdown in nearly two decades. 800,000 federal workers are anxiously awaiting midnight, tonight to see if Congress will pass a stop...

My wife and I recently welcomed our first child into the world, and there are no words to describe the love that we feel for our daughter. We have been parents for almost two weeks now, and it is certainly better than advertised! Over the past few months, we have been having conversations about how...

In 1989 a handful of notable movies were released, including: o Back to the Future Part II o The Little Mermaid o Dead Poets Society o Christmas Vacation o Road House Feel old yet? Sometimes it's hard to believe how fast time goes by. Twenty-five years ago we didn't have iPhones, or the Worl...

Sector Rotation is a phenomenon that occurs during healthy bull markets where investors shift money out of better performing industry groups and into underperforming groups in an attempt to find what is still "cheap." They will ride the wave until it dies down and then actively seek out the next big...

"What do you think about this company - they're going public and I want in!" From time to time these calls come to my office. Questions regarding a company that is going public and for one reason or another, it's going to be the next best thing. Maybe it will. Then again, maybe it won't. When it com...

It's Friday; let's have a little fun. I've put together a list of common products. They are items that you might buy on any given day, or perhaps every day. Each item is listed with its price adjusted for inflation after 10 years and also 20 years. I have assumed an average rate of inflation of 3%,...

Responses were varied, from screams of joy to overwhelming relief as we delivered the news to clients - Kodak has resumed lump sum pension payments, effective immediately, for the remainder of 2013. Prior to yesterday, lump sum payments from Kodak's Retirement Income Plan, or KRIP had been restricte...