Happy 90th birthday, Warren Buffet! To celebrate, the stock market has decided to throw you a party. Remember the celebration for your 70th? Our old friend Microsoft was there. Faces […]
The Noise is Deafening
In its latest update, Apple added a new app that sends an alert to your Apple Watch or iPhone when it identifies sound levels in your environment that may negatively […]
The Ups and Downs of 2018
“This is the business we’ve chosen”
– Hyman Roth, The Godfather: Part 2
It’s our final newsletter of the year. And, wow, what a year 2018 has been!
In the spirit of the […]
Estate Planning: Don’t Lose Control in the Final Hour
After the April 2016 death of 57-year-old entertainer Prince, many people were surprised to learn that he had no will. He had been so deliberate in how he handled other […]
Make This April Less Taxing
Tax season is here once again. (We know you’re excited.) For a smooth and painless experience, we encourage you to follow these tips:
Tax forms from Fidelity and TD Ameritrade
Fidelity has […]
2018: A Time of Rational or Irrational Exuberance?
Have you ever heard of “irrational exuberance”? Alan Greenspan coined the term in his famous 1996 speech “The Challenge of Central Banking in a Democratic Society.” In his address, Greenspan […]
Today’s Open Enrollment Choices Can Impact Finances Far Beyond the Next Year
Autumn is a time for pumpkins and fall foliage. It also is the season for open enrollment. Each can conjure up feelings of wonder; not always the same kind though.
To […]
What You Should Know About Homeowner’s Insurance
The past few weeks have been overwhelming for many people due to the devastating consequences of wildfires and hurricanes Irma, Harvey and Maria. For some, it will take weeks or […]
