New Year Check List

New Year Check List

It’s amazing to me that another year has passed. The irony is that, before you know it, 2017 will be in full-swing and we’ll all be wondering where the time went. The beginning of the year presents us with a refreshing opportunity to take inventory of our financial...
Rebalance Rebalance Rebalance

Rebalance Rebalance Rebalance

Well, it’s that time of year again. Drag out the tree, string up the lights, hang the stockings and rebalance that retirement account! Wait, what?!? Yep, that’s right, the good ole’ annual rebalance is something that should be a staple to any active retirement plan...
The Reality of Trumpism – Best Defense is a Strong Offense

The Reality of Trumpism – Best Defense is a Strong Offense

There’s a lot of hubris in the air. Despite the fact that the election is a mere one month behind us, it seems as if America is “great again” – or, at least, that is the spirit. The stock market  is responding with a bullish advance, headlines such as the Carrier deal...
10 Tips – Consider Giving Stock

10 Tips – Consider Giving Stock

10 Financial Ideas to Keep you Sane during an Insane Time – #2 – Consider Gifting Stock I’m often asked how I got involved in the investment world. While I was fortunate to come from a family participating on Wall Street for over 100 years, the fact of the matter is...
10 Tips for Christmas – Want, Need, Wear, Read

10 Tips for Christmas – Want, Need, Wear, Read

The holidays are fantastic but, let’s be honest, they also usher in a boatload of financial stress. Pressure to buy great presents, update the decorations, bring something to that next party and, of course, mail out some fantastic cards- complete with a family photo,...
Dow 19,000

Dow 19,000

It’s a bull market as the Dow tops 19,000 and everything that once was dead is now back in vogue. For the first time in years the financial stocks are standouts with the general idea that they will mint money on a greater interest spread once the Fed raises rates in...