General

How’s That New Year’s Resolution Going for You?

It is very likely that you and your spouse took some sort of financial improvement vow in the last 2-3 months. If you pivoted toward healthier communication, sustainable spending and strategic investment habits – good for you. But if the home team is still struggling, recognize that your mindsets vis a vis Team Orientation, Time …

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Financial Wisdom in Seven Short Lessons

After reading two articles on Baby Boomer and Millennial money travails, my prescient 13 year old daughter asked, “Do money management skills skip a generation?” It would appear so. US Boomers are woefully unprepared for retirement and still awash in debt compared to the “Great Generation” that preceded them. And while I appreciate the mountain of college debt burying some Millennials, I …

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Dividend Growth – Comfort Food for Today’s Investors

Most clients who seek estate planning advice share similar hopes for a worry free retirement. Their top three financial “wishes” include: having more than “enough” of a nest egg to manage inflation, tax efficiency and wealth preservation for a legacy or heirs. Wishing at the financial fountain and having a strategic plan that suits today’s investment …

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A Tale of Two Investors – Which One Are You?

Investors’ levels of knowledge reside along an enormous continuum based on all sorts of variables including practice and exposure to different economic circumstances. But after 10 years, I have learned that from the questions I am asked within the first 15 minutes of a meeting, I can pretty much gauge how successful an investor will …

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Who’s The Monkey Now?

Behavorial economists or “neuro-economists” are all the rage these days thanks to books like Freakonomics, Nudge, Think Slow, Think Fast etc.  And while I enjoy these books as much as anyone, an oft repeated refrain among these economists is that you are just as well off asking a monkey to choose your investments as you …

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Ladies (and Gents) – Beware the False Hum of Last Century’s Empowerment Battles

The recent media narrative around female empowerment still rages like a wild fire over the fact that there are not enough women in the C-suite, on Wall Street or getting venture capital out of Silicon Valley. To a globe-trotting professional, sandwiched between Baby Boomers and all those Gen X, Y and Zs, this narrative so …

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