Month: December 2020

Retirement, Income, Tax & Estate Planning.

Let’s Talk About Snow Days!

Growing up in Alabama, snow was a rarity. About every four years or so, we’d get warnings that we might get snow. Grocery stores would empty out of milk and white bread, schools would close, and we’d all hunker down in the house to await what was surely going to be the blizzard to end…
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December 17, 2020 0

Dealing With A Loss

Rarely do I have a problem coming up with a topic to write about for my weekly missive. Not so this week. Do I write about the sluggish Santa rally? Do I talk about the vaccine? The stimulus package? The weird Christmas season? The loss of my older brother Roger? The new Congress and the…
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December 17, 2020 0

Does The McRib = McRecession?

Those of you on a low-fat, low-carb, or low-sodium diet, stop reading now. Did the rest of you see where McDonald’s is bringing back the McRib? If you hadn’t, well… now you have. And if you subscribe to one of the weirder theories on the Internet (and THAT’S saying something), you might be preparing for…
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December 10, 2020 0

The Low Interest Rate Dilemma

I recently took a spin in the wayback machine and found this column I wrote a year ago talking about low interest rates. Not too much has changed so I thought I’d do a little edit and send it out again. It’s funny how many of my clients remember the high interest rates of the…
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December 10, 2020 0

The New Normal: You Can’t Get There From Here

If you’re like me, Thanksgiving was a totally different experience from any past Thanksgiving, except for the one I spent in Japan back in the ’90s. Somehow our hosts brought in a turkey for our group. Looking ahead, we all know how strange Christmas and New Year’s will be. Will Times Square be filled with…
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December 3, 2020 0