Category: Newsletter

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…
Read more


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…
Read more


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…
Read more


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…
Read more


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…
Read more


December 3, 2020 0

Pandemic Changes Could Increase The Likelihood Of A K-Shaped Recovery

COVID-19 has so far managed to shake this country to its very core. In our response to it, we have had to confront longstanding issues that could prove pivotal in the coming years. How we treat our sick, how we work, how we value different professions and those employed in them, how we care for…
Read more


November 19, 2020 0

Déjà Vu, All Over Again

With Thanksgiving just a few days away, we know Christmas and New Year’s can’t be far behind. Few of us can’t wait to put this year behind us. Nothing seems to be the same, including most likely your Thanksgiving celebration next week. So often when I’m talking with clients, they ask me the same question.…
Read more


November 19, 2020 0

Is A Divided Government Good For Stocks?

The election is 10 days behind us. We have an initial idea of who the likely victor will be, but we won’t know for sure until the Electoral College meets on December 14th. In the meantime, whether Trump wins another term or Biden is inaugurated on January 20th, both would likely face a divided government.…
Read more


November 12, 2020 0

Goodbye, Healthcare.Gov. Hello, Pennie.

Sunday rings in the month of November. As some of us look forward to a unique holiday season, others are anxious to turn the page on 2020. November 1st is also the first day of Open Enrollment for 2021 Health Insurance Coverage. In September, Pennsylvania debuted its state-based insurance marketplace called Pennie.com. With Pennie’s launch,…
Read more


October 29, 2020 0

Four Days To Go

It’s Friday morning and we’re finally down to four days to Election Day. Figuring out when the whole thing will be done and knowing who the winner is will be a whole ‘nother talk show. Overall, we are a 50/50 country with mood swings one way or the other. So, like every other election, about…
Read more


October 29, 2020 0