Harvesting Losses for Tax Purposes
“But Mike, you’ve told me for years not to sell when the market is down.” And I still stand by that. However, there are times
Wrestling With the Bear – Round 2
The wrestling match with the bear market is entering round 2. Round 1 was exhausting. The bear used all kinds of holds and moves in
Wrestling with the Bear
There are only a few good things about getting older and one of them is learning from the past and being able to recognize things.
Our Thoughts on the Market – April 2022
The first four months of 2022 have been quite a ride in the financial markets. One day the stock market drops (Whoops) and the next
March Madness
March is basketball overdose month for me. I love watching both the men’s and women’s NCAA basketball tournaments. The games are generally competitive and downright
Home Sweet Home
I was drinking my coffee and crunching on a bagel the other morning. Deb was deep in the morning paper when she sort of gasped
Here’s Looking at You, 2022
It’s hard to believe that there are only a few days left in 2021. How are you feeling about the coming year? Optimistic? Pessimistic? Uncertain?
Lessons from Riley
Almost seven years ago, Deb and I drove 7 hours to Kanab, Utah to adopt a border collie pup from the Best Friends Animal Shelter. After
Where Are All the Workers?
I got an email the other day from our favorite pizza place here in town that they were going to start closing on Sundays because
Lunch Boxes
On September 2, 1986, I opened the doors to what was to become Legacy Wealth Management. Me, my desk, phone and an empty four drawer