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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Tuesday, July 10, 2018

Over the July 4th holiday, I read a magazine article about discussing money with your kids. Since I'm a new parent, I'm always interested to know how others have found success (or failure) in introducing concepts about money to their...


Thursday, May 10, 2018

We are keeping a close eye on interest rates and oil prices. As they rise, they make things more expensive and more expensive things means lesser profits.


Tuesday, April 24, 2018

Another tax season is in the books! Keep in mind there are several changes from the new tax law going into effect for 2018. If you have any questions about how this will affect you and to plan accordingly, please give us a call. We'd...


Wednesday, January 24, 2018

Over the break I had a chance to read the book Abundance. The book was great! It discussed all the technological advances of the past 5 years and the next 5 years. It really gave an optimistic view of the World from a technological...


Thursday, September 14, 2017

As I am sure you are aware, last week the credit bureau Equifax was hacked and hundreds of millions of their clients private information was stolen. I want to address this issue since we have received a lot of client calls and the...


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Wednesday, July 26, 2017

"Look around, look around at how lucky we are to be alive right now."


Friday, July 21, 2017

For every negative thought that comes to you, immediately think of three positive ones.


Monday, June 5, 2017

Recently my daughter asked me why people work. I told her, to make money. She then asked, why do we need money. Instead of telling her the obvious answer which would be to buy things, I told her to think of money like friends. You have...


Sunday, April 23, 2017

My family and I recently got back from a trip to NY. Every time I go on a trip, I try to look around to get clues about how the local economy is doing. What I saw there is tons of construction going on in NY. Every block either has a...


Monday, March 6, 2017

A person should not be judged by how much wealth they accumulate, but how much wisdom the gain and disperse.


Monday, December 19, 2016

Recently I have received numerous calls from our clients asking why the Dow Jones, S&P and NASDAQ are all making new highs, yet their accounts have been going down in value. The answer to this question is quite simple. When you are...


Wednesday, November 9, 2016

Whether you like him or not, Donald Trump is now the Presidential Elect. Here are the top ten reasons why I believe Donald Trump will be good for the economy: (in no particular order) 1) the estate tax exemption will remain at $5.45M...


Wednesday, October 26, 2016

In my opinion, stress is a leading cause of many health issues. Dealing with stress in a constructive manner can lead to a healthier lifestyle. Last week I was in Dallas for a business conference. One of the breakout sessions I...


Tuesday, September 13, 2016

The second weekend of September brings to the market an awful lot of volatility. The uncertainty of the Federal Reserve's actions next week and the upcoming presidential election have unnerved a lot of investors. I forecast more...


Wednesday, July 6, 2016

Do you think investing with an online "Robo-Advisor" is a good idea? Many younger investors do. Well, you better think again. It was reported last week that Robo-Advisor websites shut down trading and wouldn't allow investors to...


Wednesday, June 22, 2016

Congratulations to the Cleveland Cavalier's for their historic win over the Golden State Warriors this past weekend. Though I am sad about the Warriors loss, I am happy for the city of Cleveland.


Friday, June 3, 2016

"If you aren't willing to own a stock for ten years, don't even think about owning it for ten minutes"


Thursday, May 12, 2016

Investing is a lot like losing weight. Very rarely do you get quick weight loss results by going to the gym just one or two times. Most professionals will tell you, the key to successfully losing weight is setting up a multi-year plan...


Thursday, April 14, 2016

Congratulation's Steph Curry and the Golden State Warriors for braking the NBA regular season win record!


Friday, February 19, 2016

It's tax time! Time to start collecting all your tax forms. If you have not received all of your forms yet, they will be coming out shortly.


Thursday, December 31, 2015

Happy New Year! Our team hopes you have a Prosperous and Healthy New Year. CJR


Friday, December 18, 2015

I had a chance to see the new Star Wars movie, "The Force Awakens" last night. I thought it was Fabulous! If you have a chance to see it, I highly recommend it. May the force be with you. CJR


Tuesday, December 8, 2015

I just read a very nice article today and it said, "In today's environment, clients expect their advisors to serve them in a greatly expanded role, evolving from stockbroker to financial advisor to Chief Financial Officer*." I couldn't...


Wednesday, November 4, 2015

With the way the market moved this year, with a decent gain in the beginning of the year, and then a mid-year sell off, there is a good chance your mutual funds will be paying out capital gains. These capital gains WILL affect your...


Friday, October 9, 2015

If you want to get a glimpse of what can happen if we allow technology to rule our lives, take a read of the book "The Circle," by David Eggers. It is long, but worth the read. I finished it a few weeks ago and really enjoyed it. CJR


Wednesday, September 9, 2015

"To Raise or not Raise," that is the question. Janet Yellen has a big decision coming up next week. Does she look at the good U.S. economic data and raise the short-term interest rate up or does she cave in to what the world leaders...


Thursday, September 3, 2015

Here are my top 3 reasons why you should not trade the market and invest in it instead:1) There are people out there with a lot more information than you.2) Nobody knows which direction a stock is going to move in the short term and if...


Tuesday, August 25, 2015

I hope you heeded my warning from 3 weeks ago and strapped on your seatbelts. The market has taken us a on heck of a ride lately and unfortunately it has been down. If this market drop has made you nervous, it's possible investing in...


Monday, August 17, 2015

Is it possible for your accounts to be over-diversified? Recently, I have come across some client's accounts held outside our company that, in my opinion, have way too many positions. Don't get me wrong, I think accounts should be...


Tuesday, August 11, 2015

Over the weekend I completed a book titled "The Value of Debt in Retirement" by Thomas Anderson. I thought it was very eye opening. All our lives we are taught to pay off all our debts and retire debt free. This book takes a contrarian...


Friday, August 7, 2015

Buckle your seatbelts. August, September and October tend to be very volatile months in the market. CJR


Wednesday, July 29, 2015

Hi Everyone. I am very excited to make my first blog post and here it is. What I plan to do with this blog is periodically post things on my mind. I may write about a stock I find interesting, a topic you may enjoy or maybe even a...


Wednesday, April 29, 2015

Content TBD....