Blog
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.
The Delta Variant and The Markets: What You Should Know
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....
Read MoreWealth: It's Not Just About Money - Part 1
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...
Read MoreCelebrating Independence Day
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...
Read MoreWeekend of Appreciation: Father's Day and Juneteenth National Independence Day
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...
Read MoreName, rank, service number, and date of birth.
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...
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Areas of Uncertainty
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 —...
Read MoreUVM Medical Center Pension Plans
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...
Read MoreAppreciation
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....
Read MoreTaking Time to Honor Those Who Care for Us
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...
Read MoreShowing Gratitude
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...
Read MoreSad news to report
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...
Read MoreHonoring Earth Day
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...
Read MoreUnderstanding the American Rescue Plan Act
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...
Read MoreThe Importance of Black History Month
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...
Read MoreSix ways to make this Valentine's Day one you'll never forget!
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...
Read MoreHow the Internet Gamed Wall Street Short Sellers
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?...
Read MoreRefinancing Your Home
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:...
Read MoreThis MLK day, keep the dream alive
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...
Read MoreHappy New Year: We Did It
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...
Read MoreRoom in the Inn
“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...
Read MoreWhite House Chanukah
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...
Read MoreMaking LongTerm Decisions While Dealing With Short-Term Challenges
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...
Read MoreA More Perfect Union
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...
Read MoreWhy Labor Day is worth celebrating - especially during the COVID-19 pandemic
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...
Read MoreThe Difference Between Ordinary And Extraordinary Is That Little Extra
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...
Read MoreHappy Independence Day
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...
Read MoreThe Best Man I Ever Knew
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...
Read MoreCoronavirus Market Update
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...
Read MoreThe Medal Of Honor
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...
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