The US Economic Fundamentals YTD
Encourage Positive Expectations Unemployment is 3.6%, initial claims are near historic lows and there are 1.6 million more job openings than unemployed people. A most […]
The Uncommon Average
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with—cannot be overstated.” – David Booth Click […]
Turning Monetary Gifts into Learning Experiences for Children
Most parents want to help their children financially, but not by handing over cash with no strings attached. Helping your children learn how to be […]
The Power of Charitable Remainder Trusts
Do well by doing good A growing number of individuals and families want to use some of their wealth to support the causes and organizations […]
Instilling Financial Habits in Children
Instilling in children good attitudes about working, earning, saving, and investing is an important part of being a parent. Teaching your kids about money is […]
Perspective on Premiums
Investors may be tempted to extrapolate recent returns into the future, which can lead them to abandon their investment philosophy at potentially inopportune times. While […]
Dealing With Grief
This article will help you understand the steps your family or friends may take after the passing of a loved one to ensure they are […]
How Much Should I Save for Retirement?
This is the big question. The answer can be very complex, but this article where Marlena Lee offers her views is a great start. Click […]
In Transition: Coping with Big Life Changes
Learn about financial strategies that can help you cope when you’re dealing with some of life’s most jarring changes. Click below for more.
A “floor” that makes your life comfortable and secure.
I had a interesting conversation with a guy yesterday who called me to talk about his planning needs for the gains from his business sale […]