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 […]

The Financial Year In Review

It has been quite a year, and 2017 promises to be just as exciting. The best thing we can do is stay on our toes and be ready for whatever is to come, and that starts with ensuring that we understand all that happened in 2016.   That’s why I decided this week to highlight […]

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 […]

What Are Your Rules? Learn From Ray Dalio

About a week ago, I met a couple in my Falmouth office—let’s call them Al and Barbara. Al is a spunky 74 years young and Barbara is a youthful-looking 72. They are from West Falmouth and are looking for some guidance.   I began our initial meeting, as I always do, with the following question: […]

Learn To Invest Like The Richest One Percent

All three of my girls are now on Instagram. If you aren’t familiar with Instagram, it is a popular social media platform for sharing photos of your life and looking at photos that your friends post and even some posted by celebrities. We gave my daughter Phoebe the nickname “Hashtag Phoebe,” because she accompanies all […]

A Pre-Mortem Autopsy For Your Portfolio

I’m not much of a gambler; I really never have been. I’ve been to plenty of casinos over my almost 49 years, but I have a very, very hard time putting my money on the table. I guess I am inherently risk averse, but there is one game that I have a hard time resisting…and […]

What’s Your Risk? Figure It Out Now

Nearly every move you make in life involves some risk. Driving your car, crossing the street, even boiling a pot of water. These are all things that we need to do in order to live our lives, despite the fact that there is danger involved. For the most part, we do what we can to […]

Fleeing The Volatility Monster

My kids were flipping through the channels last weekend and came across some of their old favorite morning cartoons. They paused on the channel, laughing about how much they “used to” love watching them. (They are ages 11 through 15 but they acted like it had been decades ago.) In the cartoon, a monster dropped […]

Shifting Your Tax Strategy With the Shifting Markets

Lately, Susan and I have received quite a few phone calls from prospective clients thirsting for strategies to minimize the losses in their retirement portfolios. Folks, no doubt, we have experienced the worst beginning to the year—ever—in the history of the markets!   A few weeks back I wrote that the S&P 500 was down […]

Don’t Get ‘Boiled’

I was in our Plymouth office this past Saturday meeting with Bob and Cindy. They are a nice couple, ages 65 and 62, respectively, and were seeking financial advice. They both want to retire in about two to three years. Bob said that while their portfolio is almost back from when it dropped in August, […]