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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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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Maintaining Optionality

We begin with a brief economics lesson and then move to how it affects investors. During periods of slow economic

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Retirement. What Retirement?

Lately we hear many people asking, “Will I have to work for the rest of my life?” My response, “It

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New Highs: What to Do Now!

Some people look at the S&P 500 at 2,000 and the DOW at 17,000 and feel that they have missed

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Investing in the New Year

According to Daniel Kahneman, Princeton professor of psychology and the so-called father of behavioral economics, it is our “remembering self”

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Fine Wine and Estate Planning

As financial planners, we routinely model estate plans to determine if they meet the goals and objectives of our client.

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A Mid-Year Assessment

Some of you may look at the outsized returns of the U.S. Stock Market for 2013 (S&P is up 15.1%

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The Ultimate

Do you ever wish you could pay your life insurance premium with pre-tax dollars while keeping your benefit tax free?

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