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Sacrificial Lamb

Sacrificial Lamb

I took Latin in high school to satisfy my foreign language requirement, choosing it because I was interested in mythology taught in the class.  I found the stories fascinating.  One thing we learned about was haruspicy (huh-ruhs-puh-see)....
Gilligan’s Island

Gilligan’s Island

We hope you had a happy Thanksgiving full of friends, family, and fun. The stock market is down so far in 2022, so many people are assessing their portfolios. A good way to do this is through the Gilligan’s Island test, named after the 1960s TV show...

Bigger Is Not Always Better

A prospective client called the other day, concerned about the lack of attention from her current Financial Advisor. I asked her a few questions and realized why this was happening. It made me think that her situation was no different than many of yours. Her account...

Inflation Reduction Act of 2022

Jay and I have reviewed the Inflation Reduction Act. So, how might the Inflation Reduction Act affect you? Most likely, not much. There have been some scary headlines about thousands of new IRS agents being hired. I am not a fan of the IRS, but I am a fan of my kids,...
Relationships Matter

Relationships Matter

Relationships Matter I have been in the money management business for over 26 years now. I have cultivated many relationships with clients over that timeframe and learned a great deal from those relationships. Relationships are one of my favorite parts of my job....