Category Archive for "Rivertown Magazine"

I’m Drawing A Blank On This One…

After 30+ years and meeting with literally thousands of people along the way, I've been asked just about anything there is to ask. While primarily financially related, I never know what the context of the conversation is going to be from meeting to meeting: everybody is different, and every situation is different. I do have…

Rivertown Magazine

June 10, 2018

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The Transfer of Wealth-Eventual and Inevitable

Sooner or later, the transfer of your wealth will be the subject of who or what will be the recipient of your hard earned money and items. There are no hard and fast rules: every person, family and entity is different. If you have a dollar you have an estate, and plans as to who…

Rivertown Magazine

May 5, 2018

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Tariffs, Taxes and Tribulations

Firstly, let me say that I am not taking any political side in any discussions concerning anything to do with the White House, Congress, or tiddly-winks, as I group them in the same category- things I don't often talk or venture an opinion about. Now, with that said: much has been in the news lately…

Rivertown Magazine

April 4, 2018

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Buy… Sell… Hold… Sell… Buy… Sell… I’M SO CONFUSED!!!

I'm remined of the role of John Travolta that made him a household name- Vinny Barbarino on "Welcome Back Kotter!" Vinny played a C minus student in a NYC high school who spent more time confused than enthused. His tag line, when in over his head was "I'm so confused!" Have you been of the…

Rivertown Magazine

March 5, 2018

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Articles & Knowledge

November 4, 2016
Pre-Election Comments

To say that this Presidential election cycle is different from the norm would be an understatement,…
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June 2, 2017
The DOL (Department Of Labor), The Financial Services Industry…And You!

Note: This article is to begin making our clients aware of this new evolution in the…
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October 7, 2013
Passing Wisdom On To The Next Generation

Some years ago, I was attending a friend’s celebration of his 50th birthday. A very forward…
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December 31, 2014
2014 Year End Wrap Up And 2015 Projections

As the year 2014 draws to a close, it strikes me how many events can be…
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I’m Drawing A Blank On This One…

The Transfer of Wealth-Eventual and Inevitable

Tariffs, Taxes and Tribulations

Buy… Sell… Hold… Sell… Buy… Sell… I’M SO CONFUSED!!!

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Articles & Knowledge

Pre-Election Comments

The DOL (Department Of Labor), The Financial Services Industry…And You!

Passing Wisdom On To The Next Generation

2014 Year End Wrap Up And 2015 Projections

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