Never Buy This in December
It seems that every year in December we get a multitude of calls from clients regarding a pretty common occurrence for certain types of investments.This month, most pooled investments pay out their capital gains to shareholders and the value of the associated account falls for a few days until the money is reinvested or paid […]
Protecting Identity and Assets
A few years back one of our California clients experienced a data breach at their local bank and became increasingly concerned about making sure their assets were protected from potential identity thieves. These particular clients have English accents and it would be hard to impersonate one of them on the phone, but in any event […]
College Funding 101
Like many Tennessee residents, you may have found yourself doing a bit of shopping last weekend. Tennessee’s annual “Sales Tax Holiday” is a great time to load up on clothes, school supplies, and other necessities for the kids and grandkids. This annual event held during the last weekend in July signals the end of Summer […]
How Goldilocks Keeps the Bears at Bay
Our “Goldilocks” by the campfire. She’s not too worried about the bears. This past Fourth of July weekend, we enjoyed a dad’s and daughter’s camping trip at Fall Creek Falls. As Sydney is getting older it seems we have less opportunity for daddy, daughter time, so I jumped at the chance to spend the weekend […]
Is There Nothing to Fear?
My children finished out their last days of school this week. Sydney will be heading off to middle school after the summer and all three of them are thinking much more about what fun they will have over vacation than anything else. The month of May usually starts off a summer period in the markets […]
It’s Time to Talk About Aging
We are all, inexorably, marching toward old age. By 2030, 72 million Americans will be age 65 or older.1 The good news is longevity has been improving, and people are remaining healthy and vibrant at older ages. The bad news is cultural perceptions of ‘old’ people have not kept pace. A 2016 analysis by the World Health […]
Lessons from Jack Nicklaus
A few weeks back, Jennifer and I took our kids to Boca Raton for spring break. This break just happened to coincide with an LPL Financial trip rewarding its top ten percent of financial advisors and it was the kids first trip of this kind since Sydney and Jack were little. I enjoyed getting to […]
Are You a Believer?
According to legend, experts said for years that the human body was incapable of running a four minute mile. It wasn’t just dangerous; it was impossible. During the 1940s, the record was pushed to 4:01 where it stood for nine years but on May 6, 1954, Roger Bannister broke the 4 minute barrier with at […]
Where’s the Beef?
What a Difference a Year Makes! Those who thought the S&P 500 would be the best place to invest in 2016 may have been surprised to find that “the beef” was to be found in many other types of investments last year. Some of the most unloved asset classes recovered well after February with Energy, […]
