Worklife

2024: The Year Ahead

Advisors absolutely do not have a crystal ball, so this post isn’t going to tell you what hot stock to buy or whether Taylor Swift and Travis Kelce will stay together.  But there are a handful of themes that will play out over the course of the year, and those are important to understand. In […]

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Witches! AKA Women With Power

Holidays like Halloween may have pagan roots in harvest festivals as well as in the Christian tradition to honor the dead. Today, that history has morphed into Fall symbols like pumpkins, shafts of wheat and bonfires, and the ghoulish and gory like skeletons, ghosts and the undead.  The holiday fits in today’s gender-fluid world, with […]

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Sponsorship and The Room Where It Happens

When the Tony Award-winning musical Hamilton was on tour, and despite the ridiculous price-point for tickets, I went to see it. Even if musical theatre is not your thing, it’s hard not to have been exposed to some of the songs, and what was once the obscure story of the United States’ first Treasury Secretary. […]

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Coronavirus, the Economy and a Recovery: The Way Through, Part 2

March seems like a long time ago, even though it’s only been six months. Life in Corona Times. Back in March we had just started shutdown here in the United States, the economy ground to a halt with exception of a few essentials, the stock market plummeted. We found comfort in Netflix and a stockpile […]

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Labor Day and Investing in YOU

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 […]

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