2014 4th Quarter Client Letter

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...

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2015 Tax Reference

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...

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Where Are The Clients’ Yachts?

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...

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Muscles and Money—Your Recipe For Success Is The Same

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...

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Three Words You Want To Hear From Your Financial Advisor

From early childhood, we are conditioned to believe that the faster and more emphatically someone responds to a question, the more intelligent they are. In grade school, we quickly learn...

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2014 3rd Quarter Client Letter

Dear Friends, Fall is upon us, and of course that means that the National Football League (NFL) has captivated the attentions of many Americans, turning otherwise docile individuals into fanatical defenders of their chosen team. While I am a very...

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