Quarterly Commentary
“I’m the straw that stirs the drink.” – Reggie Jackson (a.k.a., Mr. October), Baseball Hall of Fame Right Fielder Over the past year, strength in the value of the dollar has largely dominated asset class returns and has been at the …
Quarterly Commentary
“If a man takes no thought about what is distant, he will find sorrow near at hand.” –Confucius When it comes to markets, no one can perfectly predict the future. When we manage our clients’ assets, our focus is on managing …
Financial Planning
For many individuals, an Umbrella insurance policy is an important form of added protection; for affluent individuals, such coverage can be critical. The maximum possible loss that can impact a policyholder’s possessions is generally quantifiable and limited by their value; …
Financial Planning
The cost of long-term care has risen materially over the past few decades, creating financial hardship for millions of aging Americans and their families. As the cost of care continues to increase, so too does the need for a sound …
Quarterly Commentary
“At a flea market, I always head for the junk jewelry table first.” – Ethel Merman Etsy is an online marketplace for handmade and vintage objects, and we have at least one jewelry-maker client who has had a fair amount …
Financial Planning
The risk of becoming a victim of identity theft or fraud has risen to an alarming level for most Americans, yet both the frequency and severity of these crimes continue to accelerate. Investors must be especially wary of this risk, …
