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  • MY BEST ADVICE WILL NEVER GROW OLD
    Financial Planning, Quarterly Commentary

    MY BEST ADVICE WILL NEVER GROW OLD

    October 12, 2022

    I am taking the liberty in this Commentary to repeat advice I have given in my column for almost 3 years. The quotes are as…

    Read more: MY BEST ADVICE WILL NEVER GROW OLD
  • Estate Planning
  • Financial Planning
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  • Macroeconomics
  • Markets Update
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  • Higher Prices and Inflation-Part II
    Financial Planning, Macroeconomics, Markets Update, Quarterly Commentary

    Higher Prices and Inflation-Part II

    April 8, 2022

    Since our last Commentary, a lot has changed on the inflation front. At that time, we…

    Read more: Higher Prices and Inflation-Part II
  • Higher Prices and Inflation – Part I: Six Key Reasons
    Financial Planning, Macroeconomics, Quarterly Commentary

    Higher Prices and Inflation – Part I: Six Key Reasons

    January 19, 2022

    1. High demand for “stuff” during a period of shutdown and shrinking supply. In the U.S.,…

    Read more: Higher Prices and Inflation – Part I: Six Key Reasons
  • HEADLINES DRIVE READERSHIP, HOPEFULLY NOT INVESTORS
    Macroeconomics, Markets Update, Quarterly Commentary

    HEADLINES DRIVE READERSHIP, HOPEFULLY NOT INVESTORS

    October 13, 2021

    On August 6, 2021, in The New York Times, we read the following: Jobs Surge in…

    Read more: HEADLINES DRIVE READERSHIP, HOPEFULLY NOT INVESTORS
  • It’s Too Early to Worry About Inflation
    Macroeconomics, Markets Update, Quarterly Commentary

    It’s Too Early to Worry About Inflation

    July 13, 2021

    Every Quarter, headline news offers at least one new reason to become nervous about investing in…

    Read more: It’s Too Early to Worry About Inflation
  • Built to Last: Time IN vs TimeING
    Financial Planning, Quarterly Commentary

    Built to Last: Time IN vs TimeING

    April 9, 2021

    Do you remember how your portfolio was invested on October 1, 2007? The S&P 500 Index…

    Read more: Built to Last: Time IN vs TimeING
  • If You Remember Only These 5 Things
    Financial Planning, Quarterly Commentary

    If You Remember Only These 5 Things

    January 8, 2021

    First and foremost, considering all the unusual turmoil in our lives the past year, we thank…

    Read more: If You Remember Only These 5 Things
  • Noise, Pullbacks, Corrections and Bears
    Financial Planning, Quarterly Commentary

    Noise, Pullbacks, Corrections and Bears

    April 10, 2018

    Although Investments is just one integral part of total financial planning and wealth management, it stands…

    Read more: Noise, Pullbacks, Corrections and Bears
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