What Makes a Company Grow?
During our Spring review meetings, I took clients back to 1964 — the year the Beatles appeared on the Ed…
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What is a Trump Account?
A provision in the One, Big, Beautiful Bill Act created a tax-advantaged savings account for American children under the age…
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Who are your Beneficiaries?
One of the simplest yet most overlooked parts of financial planning is keeping beneficiary designations current. These instructions—attached to IRAs,…
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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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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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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…
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New Year, New Resolutions?!
Resolutions, really? I know, I hesitate to even bring them up. But it is a new year, and we’ll certainly…
