Dear Clients & Friends, Many folks over the last few years have asked me about Bitcoin and blockchain technology. Some of the questions...

Dear Clients & Friends, Since I’m traveling, this will be a short Weekend Reading.  A conversation that I had with clients in my Vero...

Dear Clients & Friends, Over the last few weeks, many people have asked about the economic effects of the recent government shutdown,...

Our weekend reading presented to you by Daniel Levinson, Financial Planning Associate… Dear Clients and Friends, At the beginning of...

Dear Clients & Friends, Each January, we send our readers an update on key tax and retirement numbers for the new year, such as new...

Dear Clients and Friends, This week, we share with you our Monthly Market Risk Update. Before we begin, some of you may have noticed that...

Dear Clients & Friends, As part of the Trump tax legislation of 2018, a $10,000 limit has been placed on the deductibility of state and...

Dear Clients & Friends, Here we begin what may be a painful, but hopefully informative, discussion about the coming midterm elections. ...

Dear Clients and Friends, A few weeks ago, we wrote an article discussing the differences between “Principal Gain & Loss” versus “Tax...

Dear Clients & Friends, Each year, the Trustees of the Social Security and Medicare Trust Funds release annual reports to Congress that...

Dear Clients & Friends, I want to brief everyone on the new federal student loan interest rates that take effect today, July 1st. The...

Dear Clients & Friends, In honor of the this weekend, we will make our reading short and sweet. But before we do, a quick message about...

Dear Clients and Friends, I’ve been meaning to write an article about what we call “the Yield Curve” because of all the statistics and...

Dear Clients and Friends, Given the treacherous ride that the US stock market endured recently, I considered writing a mid-week email....

Dear Clients and Friends, The effects, advantages, and disadvantages of tariffs in the global economy are relatively simple to...

Dear Clients and Friends, Between visiting clients and paying minute-to-minute attention to the market this past week, all of us at...

Dear Clients and Friends, This is EXACTLY what we’ve been writing about recently. We believed that we were overdue for a temporary...

Dear Clients & Friends, This weekend, I thought that we’d celebrate one good thing included in the new tax legislation passed late last...

Dear Clients and Friends, For some time now, we have shared an annual letter written by Larry Fink, the CEO of Blackrock, to other...

Dear Clients & Friends, Two notes:  One is very important, and the other is too. Why is there extra cash in my portfolio? In the last...