Thought Leadership
Legislative Update: Estate Planning Action To Take Now
Last week, the House Ways and Means Committee released its first draft of...
Severe Blue
I went to dinner last week with a friend who was on his...
Cyber Threats: Prevention is Key
Websites and smart devices have increased in sophistication, allowing us to perform personal...
The Great Charlie Watts
News of the death of Rolling Stones drummer Charlie Watts upended the music...
Going for the Silver
After a one-year delay due to the pandemic, the Summer Olympics are here!...
Look to Higher Ed for Higher Returns
Is your email inbox cluttered with offers to magically cure a host of...
A Super Genius Weighs In On Inflation
I have a friend, a hedge fund manager of course, who was filling...
Rising Rates and Your Bond Portfolio
Recently, our son lost his first tooth. (Actually, it was his third lost...
A Strategy to Offset Higher Taxes
President Biden will soon turn his attention to comprehensive income tax reform which...