Estate Planning

It Has Finally Arrived The recurring stories in the media are mostly negative about the economy, virus, election, politics, north vs. south, republican vs. democrat, and everything in between. Where…

This Week & Always The Thanksgiving holiday kicked off this last weekend with my wife’s parents coming to town. We started with a three-generation golf outing, where my son figured…

“I Want It Now!” The Christmas lights at the entrance of my neighborhood ushered in the Christmas season the day after Halloween. This also means that the season of delayed…

What did you do this weekend? After a date night with my wife on Friday night, the good times kept rolling on Saturday morning with a day-date with my daughter,…

There were so many predictions in November 2016 about what would happen to the markets if there was a Trump win. There were national papers warning of a global recession.…

“How much did it cost?” is a question I often get asked. The better question is, “Did you get what you paid for?” The first question doesn’t distinguish quality. The…

Elections & Markets Do the election results really matter? The media and even the presidential candidates would like you to believe that the election results really matter for your money.…

What is Normal? “When things calm down and go back to normal, I’ll…” get back out there… go back to dining out… start investing again… make decisions about my retirement……