Insights
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Under the Radar
Saharan SnowOn January 8 16 inches of snow fell in the Algerian town of Ain Sefra in the Sahara Desert. This was only the third…
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All Tuned Up
For those of you who don’t know, Marc Albertson comes from a musical family. Marc’s father, George, was the song leader in his church and…
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What Assumed Rate of Return is in YOUR Financial Plan?
In the January 20, 2018 weekend edition of the Wall Street Journal, Jason Zweig writes an excellent article titled “The Fantasy is Alive, Just Don’t…
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Back to the Future
On January 10th my dad will turn 93 years old. He is a member of “The GI Generation,” the oldest of the six living generations…
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Active or Passive?
Wall Street is witnessing an epic battle for investors’ dollars pitting “active” investment versus so-called “passive” investment. On the active side are iconic mutual fund…
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To shred or not to shred, that is the question!
We get this question periodically from clients as we all become more aware of how our personal information, in the hands of a “bad actor”,…
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The Art of Sausage Making
Upton Sinclair wrote his famous novel The Jungle to expose the wretchedly harsh living and working conditions of immigrants in America’s great industrial cities. Sinclair spent seven…
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Family Matters
The last 12 months have been busy for some of the firm’s younger members. On July 26, 2016 (okay, I know we are just a…
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Under the Radar
Most Americans have a very favorable view of Australia, picturing a laid-back, sports oriented populace enjoying a great climate and a pint of Foster’s lager…
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