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Tag: asset

Maintaining Optionality

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

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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” that makes decisions rather than

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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. Typically those goals fall into

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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? I am here to remind

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On Alert

My military service happened right in the middle of the Cold War. Serving with the Army’s 1st Armored Division in Nurnberg, Germany, it was not

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Financial Planning and Cars

Cars are ubiquitous and expensive and they are many things to different people. For some they are merely transportation. For others they are a hobby,

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