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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Friday, October 15, 2021

As a financial planner, my passion centers around helping you build and preserve the wealth that will carry you into retirement. It is for this purpose that I am writing this blog. You see, October is National Breast Cancer Awareness...

Tuesday, October 12, 2021

Recently, I decided to share some lifestyle tips I’ve been pondering this year. There are many habits and behaviors that, while not directly related to finance, can spell the difference between reaching your goals or not. But in...

Friday, October 1, 2021

In the 245 years since the signing of the Declaration of Independence, the United States has never once defaulted on its debt. But all that could change on October 18th if Congress does not raise the debt ceiling. Should that happen,...

Thursday, September 23, 2021

When you’re a kid, there are certain birthdays you can’t help but look forward to. When you’re sixteen and can drive, for example. When you turn eighteen and can vote. When you turn twenty-one and can…well, you...

Tuesday, September 21, 2021

As you probably know, volatility has returned to the markets recently. To explain why I want you to imagine you’re playing a game of chess. Visualize this: You’re fifteen moves in, and all your pieces seem to be on good...

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Wednesday, September 15, 2021

Yom Kippur, the Day of Atonement, is the holiest day of the Jewish calendar. On it, those of the Jewish faith withdraw from the world of our daily activity, refrain from eating and drinking, and spend the day examining our deeds and...

Friday, September 10, 2021

It was 20 years ago tomorrow when Stanley Praimnath saw the plane coming right at him. The morning of September 11, 2001, was as clear, bright, and beautiful as could possibly be in downtown Manhattan. On that day, Stanley worked as a...

Tuesday, September 7, 2021

About two months ago, I decided to share some lifestyle ideas I’ve had on my mind this year. You see, there are certain habits and behaviors that, while not directly related to finance, can spell the difference between reaching...

Thursday, August 26, 2021

If you think about it, almost every major holiday centers on gratitude. With New Years, we express gratitude for new opportunities and a fresh start. With Valentine’s, we express gratitude for our significant other....

Thursday, August 5, 2021

It may sound strange to hear a financial advisor say this but achieving the things you care about most requires more than just money. There are certain habits and behaviors that, while not directly related to finance, can spell the...

Thursday, July 22, 2021

At some point in our lives we look back, usually when we start having children of our own, and realize that we wouldn’t be where we are today if not for our parents. While it seems obvious, most of us don’t have the time to...

Wednesday, July 21, 2021

Pandemics don’t end just because we want them to. Investors were reminded of that in a big way on Monday when the Dow plunged over 700 points.1 It’s the most significant single-day drop since October of last year....

Tuesday, July 13, 2021

When it comes to helping people reach their goals, most financial advisors tend to focus on areas like investing, tax planning, and other money-related topics. I am no exception. After all, these things are critically important if you...

Monday, July 12, 2021

I think by now all of you know how much I love the history of holidays and how that reverberates for us today. July 4th, Independence Day, is no different. This July 4th, we get to celebrate our independence from the Covid pandemic as...

Thursday, June 17, 2021

Father's Day is fast approaching, and the time to show appreciation is officially upon us. As most of you know, this will be my first time celebrating Father's Day since my own father passed away. I am grateful to have learned so much...

Tuesday, June 1, 2021

Name, rank, service number, and date of birth. That was the only information Donald Cook ever told his captors. Donald Gilbert Cook. Captain, U.S. Marines. August 9, 1934. Even when he was beaten, even when he was starving, even when...

Tuesday, May 25, 2021

Everyone knows that April showers bring May flowers. But this year, the saying could be, April tranquility brings May volatility. Okay, maybe that saying won’t catch on. But still: Up one day, down the next, flat overall —...

Monday, May 17, 2021

Thankfully, Tina has returned from her Grand Canyon rafting trip and I am ecstatic to have her back in action. I wanted to take a moment and remind everyone to review their options for UVM pension plans. As we know, the previous UVM...

Tuesday, May 11, 2021

Unfortunately, I failed to mention that last week was also Teacher Appreciation Week. My sister-in-law Nicole, who is a special education teacher, reminded me of my slip-up after receiving the Mother's Day/Nurses Day reminder email....

Thursday, May 6, 2021

With the recent passing of my father, I have been giving a lot of thought to the people that cared for him at the end of his life. It's natural to reflect on these things when big life changes happen and our course is altered in some...

Monday, May 3, 2021

I want to begin by saying thank you for the condolences I have received in light of my fathers passing. I am extremely grateful for your support and it has helped tremendously. Tina will be leaving on a white water rafting trip in the...

Monday, April 26, 2021

Unfortunately, I have sad news to report this Monday. Yesterday, my father passed away in Los Angeles. I am deeply saddened but reflective. My father was an extraordinary man who taught me the value of hard work and how to truly...

Thursday, April 22, 2021

In honor of Earth Day 2021, I am bringing you some history about how Earth Day came to be, where it is now, and where it is going. As a father, I am passionate about recognizing Earth Day, every day. I strive in everything I do to...

Thursday, April 1, 2021

By now, we are all pretty familiar with the American Rescue Plan Act of 2021, President Biden’s first stimulus package. Many of you may have received your stimulus checks already. There are a few points that are common knowledge...

Thursday, February 25, 2021

Almost 250 years ago, Thomas Jefferson wrote: “We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty...

Thursday, February 11, 2021

Happy Valentine’s Day! Because of the pandemic, this year’s holiday may feel different than usual. I expect there will be fewer people eating at candlelit restaurants or cuddling in the back of a movie theater. Most of us...

Friday, January 29, 2021

You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.1 So, what gives?...

Thursday, January 28, 2021

Refinancing your home. It seems like every month, some neighbor or family member is telling you about how they just refinanced. Billboards and television ads are constantly promoting it. But is it the right thing for you? The answer:...

Monday, January 18, 2021

This month, America honors the legacy of Dr. Martin Luther King, Jr.As we look around today, we see manifestations of that legacy in the form of stronger, more diverse communities, in the continued fight for equality, and in the...

Monday, January 4, 2021

Another year is in the history books, and what a year it was. There are few people, I imagine, who are sad to see the year 2020 go – mainly because it felt like ten years rolled into one. Yes, the universe threw a lot at us this...

Thursday, December 24, 2020

“And she brought forth her firstborn Son and wrapped Him in swaddling clothes and laid Him in a manger, because there was no room for them in the inn.” - Luke 2:7 Every Christmas, we celebrate this moment. Two thousand...

Tuesday, December 15, 2020

In 2009, President Barack Obama and the First Lady welcomed leaders from the Jewish Community to the white house. While gathered in the grand foyer, President Obama had this to say: It was more than 2,000 years ago, in the ancient city...

Friday, October 30, 2020

Making long-term decisions while dealing with short-term challenges. It’s the acid test of being a successful investor. It’s also a test every investor will be taking for the rest of 2020. On Monday, October 26, the stock...

Wednesday, October 28, 2020

We the People of the United States, in Order to form a more perfect Union, establish Justice, insure domestic Tranquility, provide for the common defense, promote the general Welfare, and secure the Blessings of Liberty to ourselves...

Friday, September 4, 2020

Labor Day is coming up! Normally, we’re used to celebrating it with parades, barbecues, and sometimes, fireworks. Unfortunately, for this Labor Day, we will have to go without the traditional celebrations. But I think I can speak...

Monday, July 20, 2020

As you know, the coronavirus has made certain aspects of life more difficult. Work, education, and leisure have all been transformed due to the need for social distancing. Under such conditions, we can hardly blame anyone for throwing...

Saturday, July 4, 2020

Happy Independence Day! To commemorate our nation’s birthday, I’d like to tell you a story about a young man you’ve probably never heard of before. His name was Harry Burn, and it was 100 years ago this summer when he...

Friday, June 19, 2020

Early Happy Father’s Day! As you know, this special day isn’t just a chance to buy Dad some new cologne or a card. It’s an opportunity to reflect on what fathers mean to us. The things they’ve taught, the values...

Tuesday, June 16, 2020

You’re on the highway, drumming your fingers along the steering wheel and humming to the music on your radio when suddenly you look at the speedometer. Woah! You’re driving 83 miles per hour – and the speed limit is...

Friday, May 22, 2020

In honor of Memorial Day, I’d like to tell you a story about a man named Ben Salomon. Ben Salomon was a dentist. He went to school, got his degree, and started his own dental practice at the tender age of 23. The most trying...