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Category: Monthly Insights

Financial Planning, Not Fortune Telling

06/01/2020

The future has not been written. That’s your opportunity The New York Times had a great column last week on…
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Molly Stanifer hits the airwaves

05/14/2020

Congratulations to our colleague, featured in Schwab’s current ad campaign I am thrilled to report that our colleague, Molly Stanifer,…
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Being Productive

04/27/2020

It’s not easy. Here are three (plus one) suggestions   In a stock market crisis, it’s a natural reaction to…
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Chinese Characters for Danger and Opportunity

Crisis Management

03/17/2020

Please read on. This is not the advice you may be expecting. The Chinese word for crisis is a combination…
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What I learned from 4 market crashes

02/24/2020

One upside of a receding, gray hairline is that I’ve seen a lot. Over 30 years in finance, I have…
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Do you want fries with that?

01/19/2020

McDonald’s figured out long ago that, to boost sales, they could ask every customer, “do you want fries with that?”…
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Tax moves before the ball drops

12/17/2019

Before year-end, we review each client’s tax situation to determine if there are last-minute moves they can make to reduce…
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Money sense for the next generation

11/24/2019

One beauty of getting older: we have a lot more “real world” experience than our younger family and friends. That’s…
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Spreading the wealth, carefully

10/29/2019

If you spend less time thinking about how to give your money away than how to make it, you’re like…
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Divorce and money

09/23/2019

Over the past few years we have worked with an increasing number of divorcing or divorced clients. Divorce and personal…
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