The desire to chase a hot manager is so hard to resist—even for professionals. The news media loves to tout a manager after huge home-run

A year ago we penned a realistic, but negative article on the electric car company, Tesla. At the time, the stock traded for a lofty

(A Shameless Plug For My Alma Mater & How You Can Profit) On paper, it could have been a modern version of David versus Goliath.

Unless you’ve been living under a rock the past few weeks, you understand volatility has returned to the financial markets. This should not be a

Many in the charitable community worry that recent reforms will eliminate tax deductions for charitable giving. They think this will crimp donations. This concern arises

Much has been said about the new tax package. Some comments are hugely positive while others are incredibly, if not entirely, negative. It should be

As the dominos slid across the table, the question was posed. “If you had five years to live, what would you do?” The game stopped,

Ever since I can remember, I have been attracted to things that were “loud and fast.” This led to a Road & Track subscription at age 10

While Congress bickers over a tax reform package, the rest of us are left to make sense of end-of-year tax planning. Since we don’t know

Perceptions about aging and retirement have changed dramatically over the past several decades. Not only are we living longer, but we are more active in

Recently, we met with long-time clients John and Claire. In their early 70’s, John was concerned about their investment returns and making sure they had

October has an ominous place in investors’ minds for a variety of reasons. Most notably, October 19th marks the 30th anniversary of the 1987 stock market “crash.”