An article in the Financial Times announced, “profoundly low interest rates are here to stay,” which should cause investors to “recalibrate” assumptions with their investments. (1) On July 31st the Federal Reserve lowered interest rates for the first time since the...
There is nothing more frustrating, no matter what business you are in, then to spend hours with a client or prospect you feel you have “sold” on your idea and then not have them move ahead. After all, you know your solution is right. Why don’t they? I recently came...
The Tax Cuts and Jobs Act Of 2017 signed into law by President Trump drastically limited the number of estates affected by federal estate taxes through raising the federal estate tax exemption from $5.49 million to $11.18 million. With the higher exemption it has...
Are you like me? You can’t pass up the urge to buy a new book but never seem to find the time to read them all? Are unread books stacking up on your bedside table or office desk? Relax, there are those who believe your book buying is a “badge of honor.” (1) Why? The...
Sunday nights are special around here. My wife and I head over the causeway to visit her 93-year-old parents who live on the river. The best part of Sunday dinner is afterward – wine is left on the table, coffee is added, and the family stories come out. Growing up...
Recent Comments