April 2012 – Quarterly Investment Newsletter. Bonds: The Challenge Ahead
Bonds. Boring, right? Well, as I have written in previous newsletters, they play a pivotal role in your portfolio.
“First of all, what are bonds?” you ask. Not a dumb question. I would say most people don’t understand how bonds work. … Continue reading
Posted in Investments, Newletters, Risk Management
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Are You and Your College-Age Child Prepared for a Medical Emergency? – February 2012 Newsletter
Phil is a 19-year-old college student, who was seriously injured in an automobile accident. His condition is now stable and he’s expected to improve. However, he is not yet able to communicate and some decisions must be made … Continue reading
Posted in Education Planning / 529s, Newletters, Risk Management, Taxes
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Cover Yourself – September 2011 Newsletter
When I plan a trip, I try to talk to other people who have traveled to the same destination to get tips on places I should visit, things I should do, and places I should eat. When my wife … Continue reading
Posted in Newletters, Risk Management
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