Connecting Quarterly: 2nd Quarter 2015

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...

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Connecting Quarterly: 1st Quarter 2015

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...

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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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