Different Strokes

Once upon a time, the most widely-used investment textbook was Graham and Dodd’s Security Analysis. Still relied upon, it was

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Trumponomics

It’s still a bit early to say much, but our ardent publisher has asked for a take on Trumponomics and

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Will I Be Okay?

One of the key questions on the minds, if not the lips, of your patients is likely to be, “Am

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Financial Planning Upgrades

For the past decade, we have advised that there is a better, more client-centric, method of financial planning than the

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Time for a Talk

Long-term care, often interpreted as a euphemism for nursing home residency, is hard to think about. And even harder to

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Mirrors and Windshields

While practicing as a CPA, our firm ran an ad that compared the relative dimensions of the rear view mirror

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The Seat Belt Light Is On

One of my favorite books, for many reasons, is The Fourth Turning, by William Strauss and Neil Howe. It begins

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A Different Kind of Plan

According to a recent poll, 41 percent of baby boomers who have a living parent are providing some sort of

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Déjà Vu, All Over Again

As of this writing, the stock market has just produced one of its worst quarters (Q3) in a very long

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