Quarterly Review – First Quarter 2019
In our fourth quarter letter, we advised clients to [...]
Are Your Financial Decisions Rational or Irrational? – The Debate Between Mr. Spock and Homer Simpson
This may surprise you, but humans are not always [...]
Quarterly Review – Fourth Quarter 2018
Seven words describe the 2018 equity markets: An escalator [...]
A Pitfall of the “Backdoor” Roth IRA Conversion
Every few months, a reputable financial news website like [...]
Quarterly Review – Third Quarter 2018
Here’s a party we can all agree on… U.S. [...]
Guide to Giving: What to Give
This is the second article in a Guide to [...]
Guide to Giving: Ways to Give
This is the first article in a Guide to [...]
Quarterly Review – Second Quarter 2018
If you plan to drive to your summer vacation [...]
Quarterly Review – First Quarter 2018
First quarter market gyrations demonstrated the extremes of investor sentiment [...]
Medicare: Understand Your Options and Meet the Deadlines
Are you retiring soon, recently retired or nearing your [...]