Summer Newsletter 2019
Hello! We hope this message finds you happy, healthy, and staying cool! While some people are mentally transitioning to fall, we can't help but realize
Mom’s Perfume Boxes
Mike’s blog about his Grandma’s bowling money jar brought back a memory I have of my Mom. His Grandma lived through the Great Depression and
Grandma’s Inflation
My maternal grandmother was a quiet, unassuming, angel of a person who had a wonderful lap to curl up on and listen to her read
Avocados and Trade Wars
My wife, Debbie, and I are big fans of avocados. We love them in guacamole, salads, on sandwiches. You name it, we can probably put
Things I Can Do
Having two partners, as well as an office manager, who are in their 30’s, I find myself being the target of a lot of slings
Invest In Others
I’m glad image isn’t everything because the image of financial advisors in the minds of the public isn’t that great. What does the name Bernie
Still Working After All These Years
According to a recent report1 from money manager United Income, for the first time in 57 years the participation rate in the labor force of
Spring Newsletter 2019
Happy Spring! How have four months of the new year already elapsed?! If you're like us, it doesn't feel like the new year starts until
The Best Investment
I have been asked a lot of times over my career what the best investment is. Without hesitation, I have to say that the best