1 hour ago2 minCurrent EventsInflation Outlook: Did the Experts Get It Wrong?Inflation has been dominating the financial headlines for weeks. More importantly, the financial markets are taking their cues from this...
May 163 minEstate PlanningTime for a Checkup: Are Your Healthcare Planning Documents Up-to-Date?Most of us are familiar the concept of the annual physical. We make an appointment with our physicians so that they can take a close look...
May 93 minCollege PlanningCollege Planning: Considerations for High-Net-Worth ParentsAs we approach the end of the 2022 academic year, the thoughts of many graduating high school seniors are turning toward college plans....
May 820 minGordon's LifeThe Life and Legacy of Irene BernhardtJanuary 6, 1936 - August 28, 2006 I. A Flourish of Color and a Sweet Song She was born like a flourish of color against the dismal grey...
May 45 minArticlesThe Fed, the Economy, and the Financial MarketsEspecially during times when the economy is in flux—such as in early 2020, when the coronavirus pandemic was causing economic shutdowns,...
May 23 minCurrent EventsCurrent Inflation Is Easy to Explain . . . Or Is It?Since late in 2021, and especially since the onset of the Russian invasion of Ukraine, US consumers have seen the price of necessary...
May 14 minFlash ReportsA Wall Around Your Wealth: The Importance of Asset ProtectionSuccess can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other...
Apr 253 minCurrent EventsReflections on the Recent Downturn in Stock PricesLet’s imagine for a moment that on your daily walk to work, your normal route takes you past a pawn shop that is known to display...
Apr 182 minCurrent EventsWhat Are the World’s Happiest Countries?The World Happiness Report annually researches various factors of different countries, including the healthy life expectancy, social...
Apr 113 minInvestment PlanningBitcoin and Other Cryptocurrency: Should It Be in Your Portfolio?If you’re looking for a lot of excitement in your investment portfolio and enjoy the panic-inducing roller coaster of rapid gains and...
Apr 54 minArticlesThe Sage Speaks: 2022 EditionOne of the most anticipated events in the financial world is Warren Buffett’s annual letter to the shareholders of Berkshire Hathaway...
Apr 42 minRetirement PlanningRetirement Spending Patterns: UpdateIn our previous post, we discussed relocation patterns among retired or retiring persons, which, as it turns out, tend to be highly...
Apr 14 minFlash ReportsBig Wealth Mistakes the Super Rich Don’t MakeNo one is perfect—not even the smartest or most famous among us. But some people veer closer to perfection than others. Take the...
Mar 282 minRetirement PlanningMobile Retirees: Where They're GoingYou may have read that a record number of people decided to retire during the COVID pandemic, some as part of the so-called “Great...
Mar 214 minInvestment PlanningMarket Mysteries: Part TwoIn our previous article, we discussed the uncertainties behind price movements in the financial markets, particularly focusing on the...
Mar 143 minInvestment PlanningMarket Mysteries: Part OneWith all the volatility we’ve been seeing in the financial markets lately (mostly on the downside, unfortunately), many are reflecting...
Mar 85 minArticlesGlobal Events and Your InvestmentsThe Russian invasion of Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Navigating...
Mar 73 minCharitable PlanningGiving to Help Ukraine—the Smart WayWith the unfolding tragedy in Ukraine, many Americans feel the urge to help. It’s probably no surprise, then, that we are seeing an...
Mar 41 minGordon's LifeMarch FourthSeveral years ago my sister Gloria sent me the following poem. I was born on March Fourth so this poem was significant to me not only...
Mar 14 minFlash ReportsFeeling Philanthropic? A Charitable Planning PrimerDo you want to have a major impact on a charity or cause that means a great deal to you? Do you want to do well financially by doing good...