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You Could Learn a Lot from My Friend Marge

I lost a client last week, and like other times when I have lost a client, I learned something very important. My friend Marge didn’t leave our firm for another advisor—she passed away. It’s hard to think about death being a blessing, but in her case, it might have been. You see, Marge suffered from […]

The Tax Cuts and Jobs Act and What It Might Mean to You

This week will mark a year since the election of President Trump. Since then, much of the buzz around his agenda has been about the possibility of tax reform. Last week we finally got a look at the proposal. Keep in mind that, at this point, it is simply a proposal. No laws have been […]

Don’t Be a Lone Ranger

One of my favorite television shows when I was a kid was “The Lone Ranger.” Yes, it was on a black-and-white television! “The Lone Ranger” was also popular on the radio, in comic books, and in several movies. I even had a chance to meet him once at a county fair. The Lone Ranger was […]

Does Your Asset Allocation Include All of Your Assets?

When most investors think about asset allocation, or diversifying their portfolio, they think of spreading their money around in stocks, bonds, real estate, commodities, etc. And that is mostly correct. Very few portfolios take into consideration what might be your biggest asset. If you are still working, your ability to get up and go to […]

Time Flies When the Markets Rally

I don’t want to alarm you, but in case you haven’t noticed, there are only about 75 more days until Christmas, which means about 74 more shopping days! As they say, time seems to pass more quickly every year, and this year is certainly no exception. It’s hard to believe that we just ended the […]

The Equifax Hack: What You Should Do Now

Maybe you were distracted. There’s been a lot going on. With two major hurricanes hitting the U.S., threats of nuclear war from North Korea, the continuing dysfunction that is Washington, D.C., and the start of a new football season, you could have missed the details on what is possibly the biggest story ever related to […]

Some Guidelines for Donating to Hurricane Harvey Victims

A natural disaster like Hurricane Harvey, which wreaked havoc on Texas last week, brings out the best in people. In the wake of one of the worst storms ever, we saw many examples of neighbors coming together to help other neighbors. We also saw volunteers come from across the country to do what they could […]

Don’t Recognize the Number? Don’t Answer the Call!

One of the first steps of the financial planning process is to make sure that you have properly protected your assets. Usually, we are talking about making sure that you have the appropriate insurance coverages in place. You buy life insurance to protect your loved ones if you pass away; you buy health insurance to […]