Financial Nor’easters…Don’t Get Caught In The Storm

Getting through rough nor’easters requires vigilance, preparation, and planning. So does getting through bad weather on Wall Street.

The “Blood, Sweat & Tears” Era For Investors

I’ve often heard the stock market being compared to a roller coaster. It goes up; it goes down. It twists and it turns. It even can make you sick to your stomach sometimes. All of this is true. But my issue with that comparison is that a roller coaster always returns to where it started. […]

Finished With Engines … Not Quite Yet

There are certain times in my professional career that I just shake my head in disbelief at what some view as acceptable advice. Last week, Cindy from the Lower Cape came to see me. Cindy is a lovely woman who just turned 66 and is retiring in January. She has saved about $850K, has a […]