It’s a new year and resolutions are in place, but investors in the financial markets may be struggling to find their optimism. The past several weeks have been very difficult, as the stock market sell-off resulted in the worst December performance since 1931. It’s understandable how such a dramatic...
Happy New Year! We’re up and running in a new year. In many respects, 2018 was a hectic year. The political arena continued to be a blood sport, with our esteemed leaders worried more about “party” than country. The financial markets were not all that generous for the Holiday Season, reflecting...
My wife Margaret and I recently enjoyed a trip South, thus shaving off a few days of braving the cold New England weather! Our first stop was in the Greenville, South Carolina, area. We enjoyed catching up with and spending time with several of our clients, touring new homes, and visiting booming...
To re-imagine a classic Bruce Springsteen song, “GROWN in the U.S.A.” is the theme for our last installment in the “Wine Not” newsletter series. We are fortunate in the United States to have an abundance of delicious and well-priced sparkling wines. I’m sure many of you have already selected a...
Now that we’ve toasted the wonderful champagne offerings from France, we will journey to Spain and Italy to sample their sparkling wines for our around-the-globe holiday celebration. Cava hails from Spain and Prosecco is Italy’s bubbly beverage. Both wines are usually less regulated and therefore...
Wine is not something I feel qualified to discuss, but fortunately, we have my wife Margaret as our in-house connoisseur to share information we hope will help you as you select your favorite beverage to bring or serve at holiday gatherings.
Here is “Champagne 101” from our resident oenophile, the...
I am fortunate to have my wife Margaret to handle most of the holiday details in our family. If I were in charge, I imagine I would be like the Christmas version of Paul Revere, calling out, “The holidays are coming! The holidays are coming!”
Happy Hanukkah to those of you who are already in the...
As you gather for the holidays with your family, you may want to consider having a conversation about long term care. Sue Davies has a personal story to share that illustrates why it’s an important discussion.
In March of 2007, my dad had a stroke that left him paralyzed on his left side and...
My wife Margaret is the oldest child in her family. With nine kids following her, Thanksgiving in her house growing up was always memorable. As my own Thanksgiving table was tame by comparison, I thought you might enjoy hearing Margaret’s stories as you and your family create your own stories this...
4:45am (thankfully felt like 5:45am) - Wake up
6:00am arrive at the NY Public Library for a bus to Staten Island.
8:45am arrive at Fort Wadsworth, Staten Island (longer journey than usual because security was tight as 52000+ runners entered “the Fort” through metal detectors).
The race is so big...
Sunday is Veteran’s Day, which will be observed on Monday, November 12th instead as the holiday falls on a weekend. Sometimes it’s a holiday that gets easily lost in the focus on Halloween, Thanksgiving and Christmas—the “fun” holidays that close out the calendar year.
Unlike Memorial Day, Veteran...
October is Financial Planning Awareness Month, and as we conclude this month, it’s a good time to review your income to date and withholding allowances and make plans for both your short-term and long-term financial issues.
Short-term planning should focus on minimizing your overall 2018 tax burden...
