Disclaimer: This client memo is to report on the progress of the markets and the effects of the election. It is no way to mean or opinionate anything political. It's been less than two weeks since the inauguration, and we are seeing many changes due to the new administration, world opinion and market reaction. The…
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Working… That Thing Your Do After Retirement!
Retirement is that thing we all think about from the time we start working until the time we actually decide it's time to stop working. I've helped countless numbers of working folk move from the working class to the retirement state, and walk with them along this life altering time in their life. Many times…
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Financial Planning and Estate Planning- Two Very Different Processes
I've often said, each time I meet with a new person or couple, it's a new experience for me. I never know the questions I am going to be asked, not the issues, both positive and negative that I am asked to remedy. With wealth comes responsibility, and the definition of wealth is as different…
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Market Commentary Follow Up
In a continuing effort to let you know how things look from my desk, this is a follow up to my commentary last week. The market continues to surprise us- albeit in ways we did not anticipate. The post-election run-up, while looking good, was a wall of deception (no- not THAT wall!). While the numbers…
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