A Year to Remember

A Year to Remember

Year-End 2020 After a year like this, I don’t know what to say.  Belaboring the obvious seems pointless, and yet it seems incumbent on me to try to convey something meaningful.  We can’t just let such an eventful year pass by unremarked. What just happened here?!...
Tax Loss Harvesting

Tax Loss Harvesting

2020 has presented us with many challenges, but also some opportunities.  A disciplined adherence to a good plan can pay long-term dividends at times like this that “try men’s souls.”[i] In case you missed it, earlier this year when Covid-19 hit, we experienced a...
Coming down to the wire

Coming down to the wire

One more week until Election Day.  After all we have been through this year, some of us are feeling kind of tired.  What should we be thinking about?  Are there things we ought to be considering related to the potential outcomes (e.g., changes in tax policy)? What are...
Déjà vu one more time…

Déjà vu one more time…

This is getting to be a habit.  Like Bill Murray in Groundhog Day[1], I keep waking up to what seems like the same situation, only different. There I was, happily preparing to tell you that the S&P 500 (and most of the other equity indices) just had the best...
Profitability for Dummies

Profitability for Dummies

Once upon a time, there were two professors, a paper, a three-factor model, and ultimately a Nobel Prize.  1992 was a good year.  The story was simple and powerful, the effects observable to the naked eye and remarkably persistent, if you could stand painful intervals...
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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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