It’s Time To Stop Reacting, Start Anticipating

I grew up playing a few different sports, and I loved each one. I loved being part of a team and building some great friendships that have lasted into my adult life. In part, that is why I have always encouraged my daughters to play sports as well. But that’s not the only reason. I […]

Wintery Storm—A Pause For Reflection

I try to teach my kids to always be prepared for whatever comes their way.   Last week I had to practice what I preach. I went to Detroit for a couple of days to meet with another advisor. Seeing the weather reports, I threw some boots and some extra clothes in my bag, just […]

Is Your Investment Portfolio On Thin Ice?

A nice couple from West Falmouth, let’s call them Ben and Mary, came to see me last week. Part of their New Year’s resolution is to start to take their investments seriously. Ben and Mary moved from the Boston area a few years back. They are 58 and 55 respectively, have saved about a million […]

What One Needs To Know About The ‘Markets’

Jeff ends his articles each week with the instruction to “be vigilant and stay alert.” I agree that it is critical for all of us to be attentive to not only our personal finances, but the financial world in general. How do we do that? Usually, we listen to the news. So, it is important […]

The Underdog That Trumps All Underdogs

This year has brought its fair share of upsets. Lebron and his Cavs came back from being down 1-3 in the NBA finals, to bring the first championship to the organization. More recently, the Cubs overcame that same 1-3 deficit to win the World Series for the first time in over a century. But last […]