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.”

The last month has offered many lessons on life and financial management. Multiple hurricanes have delivered widespread devastation while a pint-sized dictator in North Korea

Last week, we were informed that 143 million American’s had key identifying information stolen through credit reporting company Equifax. Management’s response has been underwhelming and

Now that Hurricane Harvey has passed, the clean-up and recovery can begin. Here are points to consider: 1. Notify insurers or FEMA. Insurance adjusters and FEMA are

As a kid, I was lucky. My parents abstained from material consumption and in exchange paid cash, saved…and then saved some more. From my earliest

Risk is an odd word. It is by far one of the most popular financial topics to discuss with clients. Society uses it as if

Every July for the last 11 years CNBC has ranked all 50 states on 60-plus criteria across 10 categories to determine the best state for