Estate Planning 2.0
I recently gave a talk to the local Parkinson’s support group, such wonderful people. During the talk, we reviewed a…
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Companies, Not Stocks
You may have heard me in conversations and review meetings refer to ownership in “companies”, where you expected me to…
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Market Forecasting and Moving to Florida
No, I’m not moving to Florida, but my wife would sure like to have a place there in the winter….
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Bucket Lists
You may recall the 2007 movie, The Bucket List, which starred Jack Nicholson and Morgan Freeman. The plot of the…
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Brain Health and Managing Stress
Reflecting on the first half of 2025, you have likely felt – in one way or another – the stress…
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Catch Me If You Can
In the 2002 movie Catch Me If You Can, Leonardo DiCaprio played Frank Abagnale, Jr. who before the age of…
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Be Politely Paranoid
Throughout the year, we’ve had many questions about protecting your personal information and identity. Recently, I attended a webinar hosted…
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The iPhone 15
Why Elections Don’t Influence Investment Decisions Hard to believe, but it has been more than 17 years since Steve Jobs…
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What Happens if Nothing Happens?
Expiration of the TCJA (aka ‘Trump Era’) Tax Cuts Next Year Starting in 2018, the Tax Cuts and Jobs Act…
