Financial Planning for the Year Ahead
Frank Herbert’s classic 1964 sci-fi novel, Dune, starts with the pre-chapter quote, “a beginning is the time for taking the …
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Exploring the Options for Student Loan Repayment
As we approach the end of summer, the joy of a new school year serves as a good reminder of …
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2Q 2019 Market Commentary
In All-Star Superman, a twelve-issue comic book series, Superman encounters the Ultrasphinx, a god-like figure who has traveled forward in …
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The Three Documents Every Young Family Needs
Young couples with children are busy from dawn to dark, rarely having time to think very far ahead. It can …
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1Q 2019 Market Commentary
For as little as $100, you can buy yourself an inversion table (image below), a curious device designed to temporarily …
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So, the Yield Curve Inverted. Is the Sky Falling? We say, “No.”
Late last week news headlines informed us that the yield curve has inverted which may signal a coming recession. What …
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Bulk up Your Retirement Nest Egg with Health Savings Accounts
The HSA: It’s a bird! It’s a plane! Is it a Super Account? The Health Savings Account (HSA) falls into …
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Basic Strategies for the Fourth Quarter in the Game of Life
I remember well the eve of my thirtieth birthday. I was thrilled…and relieved! As a young business person, I had …
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Market Corrections and Winter Diets
Market Corrections and Winter Diets For some time now, we have heard that the market is getting a little “puffy.” …
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Qualified Charitable Distributions: the Sterling Silver Path to Philanthropy!
Seventy is one of those “zero year” birthdays that sneaks up and surprises! Many find seventy a freeing age with …
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