Dear Friends, One of my family’s traditions is our beginning-of-summer trip to visit my wife’s family in western Wisconsin.  We’ve made this trip on Memorial Day weekend for each of the 16 years since we relocated to Phoenix.  Every year...

Dear Friends, My wife and I have lived in the greater Phoenix area for almost 17 years.  Over that time, I’ve noticed a recurring theme:  Springtime always seems to bring increased traffic on our roads.  I’m not sure exactly why...

Dear Friends, worldmapWhile I’ve never captained a sailboat, one of the items on my personal “bucket list” is to island-hop via boat in the Caribbean, taking an extended period of time to experience each island and the beauty of...

Our 2015 tax reference sheet is now available, which includes updates to tax brackets, standard deductions, IRA & Pension Plan limits and much more for the 2015 calendar year. Click on the link below to download...

In most things we buy, we can see a clear connection between price and quality. We appropriately expect a $2,000 suit to look better longer than a $200 one. We...

At first blush, the topics of fitness and wealth management couldn't seem further apart. When we think of fitness, the stereotypical "musclehead" often appears in our brain, complete with over-tanned body, perspiration and...