Sitting down to write this blogpost, I wondered if I was up to the task of finding something useful that we can take away from 2020, a year we’ll all be glad to “kick to the curb,” as a friend has said. The greater themes of this year—the pandemic, the political tumult, the social unr...
Day after day, starting last summer, the phone calls have been rolling in to my office as predictably as breakers on a beach. That’s not unusual in turbulent times when clients often need reassurance about their financial security. What’s alarming about these calls is the dangerous riptide of fe...
A few times per year a new company gets a lot of media attention for going public—Airbnb going public next week is the latest. In fact, this year has seen quite a few well-known companies go public with their stock relative to the past decade. I’ve put together a little explainer here about what...
Only six months ago, when the full force of the pandemic hit the U.S., there was an unspoken agreement that we would all learn to cope, cheerfully and creatively, with the drastic changes in our lives. So we cracked open bottle after bottle for happy hours via Zoom. We binge- watched Hulu and Netfli...
Ask any practicing physician and they’ll tell you stories about “that one patient” who thinks they know as much as the doctor does. Patients who’ve been to a website or two and may have read a few articles, so they believe they know better or might be reluctant to rely on the expert advice o...
A newsletter focusing on fostering financial confidence through education. In our latest issue read how we are focusing on getting through the pandemic. View the PDF here...
As I am writing this, the Dow Jones Industrial Average is at 29,915 and ticking up. I have no idea where it will end up today and whether it is going to rise or fall tomorrow, the next day, or the day after that. But I’ve been tracking it all week in the same […]...
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