Published on March 31, 2020 by Financial Planning Working from home doesn’t have to mean all work all the time — financial advisors are entitled...
Wellness Tips for a Stressful Time
During this volatile time in the markets, I found this message, sent to patients at Stanford to be really helpful. It also has some practical...
The End of the Beginning?
This Coronavirus crisis has been compared to war, and rightfully so. Our people are under attack, and how well we fight may in large measure...
We Have a Deal…Now What?
As we face the most brutal phases of the COVID-19 outbreak in New York and throughout the country, we are concerned for your health, safety and how...
Hydroxychloroquine? What Would Dilbert Do?
And will we get a bill passed? Another eventful day. I have to admit I reached for my phone at zero dark thirty to see how the overseas markets...
The Key to Long-Term Success
At some point in the future, hopefully very soon, the worst of this will be over and we will better understand how serious it was/is/will be. As we...
Facing the Challenge
We would like to tell you the answer. When will this be over, and what is the market going to do next? But you know no one knows. This is a new...
Three Things People Going Through a Divorce Should Consider in their Financial Planning
Divorce can be one of the most traumatic experiences one can go through. As you go through the process, you will need to make financial decisions...
Now It’s Oil
Last week OPEC talks broke down when Russia refused to agree to proposed production cuts. As we have been saying in our recent letters, the...
Hecho en Mexico. Porque no?
As the sun comes up on another exciting day, European markets are up and US futures are up even more, after the Fed rate cut and down market...