Some weeks ago, I saw my seven-year-old daughter watching "The Lorax," a movie based on Dr. Seuss' favorite children's book. Although the fable.Read More
Over the past decade, I was continually asked by prospective clients at the beginning of every year what they should do with the.Read More
With a bear market upon us and volatility continuing this New Year, fears are arising that a recession may be at hand. During.Read More
Volatility has been on the rise in financial markets this year, and December seems to be unfolding as potentially the worst month of.Read More
When an individual’s portfolio has reached a certain numerical value (i.e. $1 million, $2.5 million, $5 million, etc.), he tends to lock-in that valuation in.Read More
Though I've never used illicit drugs, I do regularly drink caffeine through my coffee habit, consume alcohol via two or three glasses of.Read More
We have a very few clients who always call or email when the market sells off asking what we should do and why.Read More
We don’t currently own Nike; however, this is not due to some patriotic position for or against the company’s recent ad campaign featuring.Read More
On more than one occasion in recent years clients have written us about investing in Starbucks, the trendy coffee chain with locations in.Read More
Charlatans and unethical scam artists don’t come right out and tell you they are attempting to make you part with your money while.Read More