Investments You Can Make Now (That Have Nothing To Do With Your Portfolio)

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 […]

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Welcome to 2020: Hindsight and Vision

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 […]

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Managing Your Digital Assets

BOOK REVIEW Your Digital Afterlife: When Facebook, Flickr and Twitter are Your Estate, What’s Your Legacy? By Evan Carroll and John Romano Email accounts. Facebook. LinkedIn. Twitter. Tumblr. Flickr. YouTube. Your data is going to outlive you. My first exposure to issues with digital legacies was after 9/11, when surviving friends and loved ones were […]

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