I’m a big fan of Marvel movies, and I really like my Disney Plus. One of the new streaming series is called “What If.” The series takes critical moments in Avengers movies and twists them into alternate story lines. It's fun and easy to watch,...

Over the past nine months, one of the largest concerns of clients and investors I talk to has involved the potential tax changes associated with the new administration and Democratic Party majority in Congress. The rhetoric during the 2020 campaigns...

Over the past nine months, one of the largest concerns of clients and investors I talk to has involved the potential tax changes associated with the new administration and Democratic Party majority in Congress. The rhetoric during the 2020 campaigns...

The financial planning software we use for building and adjusting models of the future financial outcomes of clients and prospective clients of course includes an adjustment mechanism to project the future impacts of general inflation on a family’s...

While epidemiology is fascinating, I never signed up for this pastime. Yet, in order to be an effective investment strategist over the past 20 months epidemiology has become a prerequisite, and so I trudge forward. Discussing COVID-19 in polite...

With back-to-school expenses, August is a generally expensive and financially stressful month for most parents. When the kids get to college age, however, August becomes a crazy expensive month as tuition, dorm and meal fees come due. I’ve got it...

We are now about halfway through second quarter “earnings season” when companies with stocks listed on U.S. exchanges report their quarterly revenue and profit results for the period between April and June. To put a not so fine point on it, the...

When it comes to the federal government it seems like it's all bad news all the time. The 24-hour news channels have obviously discovered it's more effective to capture our attention through outrage, so endless propaganda about in-fighting and...

As the dad of a high school senior this year. We are smack dab in the middle of “open house season” as it is being called in our house. I am eating too much tasty food each weekend, and my son Sam seems to be gallivanting through endless parties...