For those of you not watching the headlines today, US and global markets have dropped fast and significantly in a way that reminds us of 2008 and 2009 – but without any of the same general concerns. As market moves of this magnitude can raise investor concerns (and emotions), we wanted to share a few… Read More

Late last year I shared a few quotes from my father’s retirement letter to our team and clients in 2003. Given the significant improvement in world markets over the last four months, I’d suggest it could be worth a quick review. Here are a few more of the 152 bullet points in that letter that hopefully make for… Read More

In spite of all the political bickering (and not just here in the US), 2017 was a great market for stock investors. What was really remarkable was the forward motion with such little volatility. Among the major stock indices, most charts for the year looked like a 45-degree angle higher, without so much as even… Read More

On Friday, President Trump executed a tax reform bill that will have broad implications for individual and business tax planning. Here are a few of the best articles and summaries we’ve read so far. Tax Cuts and Jobs Act Summary Provided by Lopata, Flegel & Company A comprehensive overview of the new law with additional… Read More

This fall my wife and I sent our youngest daughter off to college. We went through the same process with her older sister two years ago, so we knew the drill. Or at least we thought we did. We dutifully checked off the items on the “must-have” list provided by her university and the countless items… Read More