“I Will Track You Down and Pull Out Your Beard Hairs One by One” I received the following email from a long-standing client regarding President Trump’s executive order allowing alternative investments such as private equity and...
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All Thoughts
Simple and Effective There have been thousands of books written on investing, but the few dozen words that follow sum up most of what you really need to know about investing in the stock market: Simple arithmetic suggests – and...
While fireworks erupted around the country on July 4th, President Trump was setting off fireworks of his own by signing into law the “One Big Beautiful Bill Act”. However, many of the new policies simply extend or expand the...
After years of helping families grow, protect, and eventually pass down their wealth, here’s a secret that won’t show up on any balance sheet or net worth summary: the families who do it best? They talk. Not just about dollars...
“I’ve been meaning to do that!” Most of us focus too little on how our financial and healthcare decisions will be handled in the case of our incapacity, as well as on how our estate will be handled after our passing. Why is...
With tax season in full swing for CPAs, the numbers can become jumbled, social interaction few and far between, and little to no time for additional questions you may have outside of your tax return. Over the years, I’ve noticed...
2025 has kicked off with higher investor uncertainty. A couple of key points to prepare.
On January 5, President Joe Biden signed the Social Security Fairness Act, repealing the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP) for Social Security benefits. These conditions reduced (if not...
Academics define risk as “portfolio volatility”, which they call “beta”. They do that because they are, well, academics. By equating volatility to risk, they can assign Greek letters to their arithmetic, and write lots of...