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It’s Year-End Tax Planning Time

Year-end tax planning is rarely fun, but we’re glad not to have a repeat of the Fiscal Cliff and government shutdown dramas that marred the end of the past few years.  2013 and 2014 ushered in major changes to the tax code in the form of the American Taxpayer Relief Act of 2012 (ATRA), which […]


Has the Federal Government Shut-Down Affected Investments?

Valued Clients, I have received a few questions from clients about the impact of the Federal government “shut-down” upon investments. So far, the markets have reacted with a moderate decline. Regardless of your political leanings, most of us would agree that this recent political battle is both annoying and a business-as-usual event. Largely anticipated by […]


When is the next shoe going to drop?

Valued Clients, It has been 214 days since the last time the market lost 5% in one day. This is the longest stretch of time between significant daily corrections of greater than 5% in recent memory. The question I am receiving most commonly from my clients is: “When is the next shoe going to drop?” […]


Meeting Peter Diamandis

Valued Clients, I am excited to share with you some insights I gained from a fascinating man this past week. I met Dr. Peter Diamandis and was able to spend some time with him. This meeting is apropos of the recent premier of the new Star Trek movie (go see it!), as much of our […]


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