Like other advisors during the current market turmoil, I am working with clients on portfolio rebalancing, tax loss harvesting, Roth conversions while account balances may be diminished, and shoring up emergency funds. All of these are good things to consider. But are those the ONLY things you might be thinking about with regard to your […]
For about a week now, most of us have been hunkered down in our little COVID caves under a “social isolation” directive. Some of the rest of you are under strict shelter-in-place orders. Here’s the bottom line: We will get through this. And not in a dystopian, I Am Legend kind of way, though if […]
They say March goes in like a lion and out like a lamb. The last week of February was not meek nor fierce, but ugly, and I don’t know what to call it. February begins with hearts and flowers, and ends with a new virus, entire cities under quarantine, and all the stock traders heading […]
This time of year we often look back over the past 12 months, and as we close out 2019, we also close out a decade. Time goes by in the blink of an eye, and the past ten years are only different in that there has been more change than ever before. That will only be exceeded by […]
Research shows that one of the reasons we have a hard time planning and saving for the future is that we lack a connection to our future selves. We can’t – or won’t – picture ourselves as older. Our youth-obsessed culture draws the picture of an elder you as wrinkled, frail and infirm, rather than […]
We’re in an era of constant change. As soon as you buy one thing, there’s a newer version. In the old I Love Lucy television show, Lucy asks the question: “If everything now is new and improved, what was it before? Old and lousy?” In the same way store shelves are continually restocked with the […]
If all the pink hearts and chocolates you’ve been seeing in stores since just after Christmas weren’t enough of a giveaway, it’s Valentine’s Day. The first conversational candy hearts were crafted by the New England Confectioners Company in 1866. Yes, that means we’ve been doing this for over 150 years. And this year you probably […]
Yes, losing 10 pounds might bring you joy when it happens. Giving up red meat and quitting smoking will help improve your health over time. Saving more money will result in meeting financial goals sooner, or with greater confidence, and you know I’m going to encourage this, but it won’t happen overnight. I cannot object […]
I’m a huge movie buff. In a different life, I would have been behind a camera, capturing people’s stories on film. One of the best stories I’ve seen on film is a movie making the festival circuit this year, Blindspotting. Daveed Diggs of Hamilton fame, along with longtime friend, poet and fellow actor Rafael Casal, […]
Ten years ago I was in Rome and passed a shop on Via del Corso that sold crystal balls. If I could have figured out how to bring one home without setting off airport security, I would have picked one up for the office. Then when you ask me what I think will happen in the market, […]