Tag Archives: wealth management

  • Fast Forward One Year

    What a difference a year makes.  Do you recall how 2016 started? The United States’ Federal Reserve announced the first interest rate hike in years in December of 2015, and the S&P 500 would then plummet almost 11% over the following 8 weeks.  At the same time, Japan and a number of European countries initiated […]

  • Interesting Times…..

    As Chinese New Year celebrations wind down, it’s fitting to recall an expression that has been attributed to the Chinese for generations. The expression “May you live in interesting times” has an origin that is, ironically, interesting itself. Regardless of its origin, upon closer examination, the expression seems not to be a blessing at all, […]

  • Annuities 101

    Last month, Steve mentioned his issues of sending his youngest off to college and how the 529 plan played a role in funding the college education costs for both of his sons.  I too am sending a child off to college this year, one next year, and our youngest a few years after that.  It […]

  • TRANSITIONS

    We know they’re coming but don’t want to acknowledge them! As I sit to write the blog for this month, I can’t help but reflect how my life has changed over the past month with what seem like normal life events.  What are these life events?  Well both of my sons have had graduations.  I […]