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 […]
As we start the New Year, it’s hard not to feel like we are living in some kind of Groundhog’s Day hamster wheel, starting this year with so many elements of the last one. War in Europe, virus warnings, threats to democracy and the challenges of new technologies. We have experienced some major setbacks in […]
After the first week of the year, you might have wanted to cancel your 7-day trial subscription to 2021. But onward we went: election, insurrection, inauguration, impeachment. It shows that the Universe has a wicked sense of humor when we were closing out an impeachment hearing over President’s Day weekend. I’m going to try to […]
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 […]
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 […]
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 […]