What’s on Your Mind? Black October or Great Opportunity

October is a month that a lot of people get skittish about when it comes to the markets so we thought a little background and a new perspective to investing would be appreciated.  I spent a summer one year analyzing thousands of mutual funds. I was given the task of...

What Are You Teaching Your Kids About Money?

As a child I used to hear, do as I say not as I do.  In actual fact people learn from example.  If you are prudent about money and teach this to your children it is very likely that your children will also be prudent about money when they grow up.  Many years ago one...
POAs-Why Every Adult Needs One

POAs-Why Every Adult Needs One

Surprise we are in the middle of a pandemic.  Surprise everything non-essential is shut down. Surprise you or someone you know gets Covid and ends up in the hospital. Surprise we never got around to doing our Powers of Attorney.  We are surrounded by surprises.  Now...
Emotions Are Not The Only Impact In A Greying Divorce

Emotions Are Not The Only Impact In A Greying Divorce

Recently Bill and Melinda Gates announced their separation. While they will not be hurting financially it still came as a shock to a lot of people. Why now? What was the catalyst that drew them apart just as they were becoming empty nesters? Although Bill and Melinda...

Inflation – Where do we go from here?

I used to watch this British show with my mom when I was young called “Some Mothers Do Av Em”.  In one scene, the main character who was somewhat inept goes to an elderly man’s house to fix his boiler.  In the process of fixing the water heater he ends up...