Setting Expectations for 2021
The question we are posing is as follows: Is it possible that the announcement of the FDA-approved vaccines and the talk of additional financial stimulus […]
COVID News – This Week
Strange news from the new administration. Johnson & Johnson announces an emergency application for a single shot Vaccine and this would be a big deal […]
3 Things That Will Make 2021 an Improvement
Remember 2020…things still act the same no matter what year. Buy things out of favor. Trust the past and don’t be too quick to change […]
Boost Your Efficiency and Effectiveness—at Work, at Home and in the World
Each day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate meaningful lives. Is […]
A 360 Family Office Update
As 2020 closes a new adventure begins with our main office moving. The decision was driven by many factors. A critical one was a opportunity […]
A Thought or Two on Preparing for the end of 2020
It is important to note that as the fourth quarter gets underway there is the potential for tax-loss selling in parts of the markets like […]
Mask Facts & Covid Highlights This Week
Key takeaways from the Covid Update this week… * Every region of the country is taking a turn with a pattern of high daily reported […]
Covid Tracker 09.18.20
The 4 facts that jumped off the page …. Mobility is going up and there is an obvious outcome. Heart issues caused by the flu […]
Buy Experiences, Not Stuff. Here’s Why.
When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really […]
Know how the election outcome will impact your financial well being…
The presidential election is around 60 days from now and several clients have asked – is this an issue they should be concerned with? My […]