“War, What Is It Good For?”
First Quarter, 2022 “War, What Is It Good For?” When Edwin Starr sang this 1970 hit song he had the right answer “War, it ain’t
Turning Money Into Wealth
Fourth Quarter, 2021 Turning Money Into Wealth This year-end has been a time of reflection for me. After such a successful year for our clients at
The Taxman Cometh, But Maybe Not For You
Third Quarter 2021 The Taxman Cometh, But Maybe Not For You For sure the taxman in America today is not as egregious as the Beatles
What I’m Talking About Most to Clients This Quarter
Second Quarter 2021 It’s not inflation. It’s not crypto. Although those topics do come up. It’s rebalancing. Being proactive, not reactive by taking profits when
Why Do I Own Bonds Anyway?
The Full Story: Why should investors own bonds? – To be a shock absorber for your stock portfolio. – To earn more interest than cash
Some Money Is Better Than None
Third Quarter 2020 A wise woman once told her attorney (full disclosure: that attorney is my husband), “Some money is better than none” when told
Getting Older? Getting Wiser!
Getting older? Getting wiser! We all hope that is true in our personal lives. But how do we translate that into our financial lives?
Ready To Take A Break?!
Are you ready to take a break from the investment markets & talk about ideas? I certainly was! Every year around July 4th, I take
“War, What Is It Good For?”
First Quarter, 2022 “War, What Is It Good For?” When Edwin Starr sang this 1970 hit song he had the right answer “War, it ain’t
Turning Money Into Wealth
Fourth Quarter, 2021 Turning Money Into Wealth This year-end has been a time of reflection for me. After such a successful year for our clients at
The Taxman Cometh, But Maybe Not For You
Third Quarter 2021 The Taxman Cometh, But Maybe Not For You For sure the taxman in America today is not as egregious as the Beatles
What I’m Talking About Most to Clients This Quarter
Second Quarter 2021 It’s not inflation. It’s not crypto. Although those topics do come up. It’s rebalancing. Being proactive, not reactive by taking profits when
Why Do I Own Bonds Anyway?
The Full Story: Why should investors own bonds? – To be a shock absorber for your stock portfolio. – To earn more interest than cash
Some Money Is Better Than None
Third Quarter 2020 A wise woman once told her attorney (full disclosure: that attorney is my husband), “Some money is better than none” when told
Getting Older? Getting Wiser!
Getting older? Getting wiser! We all hope that is true in our personal lives. But how do we translate that into our financial lives?
Ready To Take A Break?!
Are you ready to take a break from the investment markets & talk about ideas? I certainly was! Every year around July 4th, I take
