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
Summer Newsletter 2022
Take a Deep Breath Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this
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
Spring Newsletter 2022
Spring is in the Air! Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In
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?
Inflation: The Silent Thief
Many, many years ago, when my grandmother was still alive, we had a conversation that went something like this: “I don’t understand it. I watch
Summer Newsletter 2021
This season's newsletter, the advisors tackle the most prevalent questions our clients have had in recent months. We hope you enjoy reading this in an
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
How High for Higher Education?
Deb and I are about to become grandparents for the second time. Being the financial advisor that I am, when we got the happy call from