Welcome to Our Blog

Thanks for visiting our blog.  We hope to provide you relevant information which provides both perspective and information about topics like personal finance, retirement and investing.  We also have past copies of our quarterly client newsletters.

Bitcoin Mania

Have you seen this thing called Bitcoin? It is up a gajillion percent since January and people are getting rich! They say these crypto-currencies are the money of the future.   Does this sound familiar? It rhymes an awful lot like the tech boom of the late 1990’s. read...

Predictions: A Fool’s Errand

People always ask what we think the stock market will do in the upcoming year. The true answer—”We have no idea”—is not exciting. But making accurate predictions about something so complex isn’t easy.  Here is an article written by CNBC on January 3rd read...

Order and Direction

Unpleasant surprises make people uncomfortable. We look for reasons why those events happened so we can believe there is order and direction to our lives. Today, investors worry about the next big decline. These events seldom provide advance notice of their arrival. It read...

Waiting for the Bear

Significant decreases in stock prices are never a matter of “if” they will happen. They are always a matter of “when.” Bear markets, defined as a 20% decrease in price, occur on a regular basis. On average, they happen once every five years. More read...

June 2017 Client Letter – Avoiding Financial Scams

Financial scams can be a threat to your financial security and well being.  Some will pose as the IRS, others will prey on your emotional ties to your loved one.  In most cases, the scammers are trying to catch you off guard. In our June 30 client letter we address some read...

Important Things

Taking Time To Enjoy The Important Things In Life It is important to stop and enjoy the important things in life.  Every year, my wife and I host a picnic for the people who mean the most to us. Some we don’t get to see as often as we would like. A lot of time and read...

Our Quarterly Client Letters

June, 2017

March 2017

September, 2016