It’s a fair question, so we’ll both ask and answer it. While we believe we add value to our clients in excess of managing their portfolios, it’s not always
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Go back even one generation and you’ll find that retirement was fairly well defined. After working for perhaps 40 or so years, retirees could look forward to an
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There’s an old Yiddish expression that rings true far too often in life: “Man plans, and God laughs.” The obvious meaning is that we all try to plan how our
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When you’re in the business of financial planning, certainty is rarely an outcome. If someone were to retire with $10 million in investable assets, for example
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It seems like I just wrote a column for the last newsletter of the year, except the year that was ending was 2021. Is it me, or does it seem like the years are
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A year like 2022 can test even the most committed long-term investor. With the benefit of 20/20 hindsight, we can all say we saw the market drop coming or that
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June 30, 2022
As we move into summer, thoughts naturally turn to vacations. Living on the East Coast, one may think about a trip to the shore (if you’re in New
June 30, 2022
A successful retirement is about so much more than no longer working at a job. To put you on the right path, the AARP Bulletin1 recently
May 15, 2022
To long-time clients, let me start by saying: “Here we go again.” To newer clients, I’ll say: “Don’t worry; this is normal.” And to everyone else
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March 31, 2022
When you work with as many families as we do, there’s always a story. Some are comical in nature, and we get to share a laugh, while others are
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March 31, 2022
Michael Bloomberg is credited with saying: “…the best financial planning ends with bouncing the check to the undertaker.” The man was right when
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February 15, 2022
Recently, a friend and I engaged in a fairly profound conversation. He wondered what he was going to leave behind after he died. He asked me
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