About once a year I am reminded of how dangerous the modern world has become due to financial scammers. Like most bankers, investment advisers…
The highly significant first 100 days of the Biden presidency is now behind us, and like President Trump and President Obama before him, Presi…
After the unprecedented monetary policy actions by the Federal Reserve and the continuing efforts by the federal government to stimulate the e…
Much of the financial world has taken a renewed interest in the topic of inflation recently. This renewed interest is a bit of a sea change, a…
After the events of the past two weeks, I was glad to take a long weekend doing some spring skiing in Utah. At the end of a 65-degree short sk…
This week my family and my Oak Partners family were devastated by unimaginable tragedy when Joe Starkey, my brother-in-law and business Partne…
Toddlers, teenagers and investors. With my oldest daughter on the threshold of 27 and my youngest son at 11, it feels like I’ve been raising k…
The SECURE Act, which became law in December 2019, made some important changes to the rules governing IRAs and other retirement plans.
As I went through my morning routine on Tuesday, I watched CNBC as they were interviewing Senator Elizabeth Warren touting her wealth tax proposal.
The 10-year U.S. Treasury Bond is clearly the highest profile benchmark for the U.S. bond market. When I wake up each morning, I check all the…
As we dig out from two feet of snow here in the Region, I know it seems particularly ironic to write a column about global warming.
I still vividly remember the high energy drawl of Ross Perot, renting prime-time network infomercial time to educate us on the insanity going …
This column is for my brothers and sisters in the struggle. For those among us who, like our household, have a high school senior in their ranks.
It was the Friday before Martin Luther King Day in the year 2000. I was 29 years old and at the airport with six buddies, waiting for a mid-mo…
2021 may be a year for a little creative IRA tax planning.
Last Saturday my brother and I, with a couple buddies, did a winter mountain bike ride at Imagination Glen in Portage. The ride was a fun adve…
I love America, mostly I love the idea that is America. I believe the “idea” has drawn people here from all over the planet, and the fruits of…
Two weeks ago my oldest daughter texted me a link to a blog post she found on Linked In. The thesis of the post was “COVID changed everything …
Recently in my practice we have been assisting many clients with the transition to assisted living or long-term care facilities.
It's often said that the night is darkest before the dawn. With COVID-19 wave two in full swing, the virus is affecting parts of almost everyo…
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My readers know I like to delve into the rabbit hole from time to time, and because of my privilege of working with hundreds of families for t…
With the second wave of COVID-19 unfortunately gaining momentum, attention in my practice has turned back to some of the tax provisions relate…
Giving thanks in a year like 2020 surely presents more challenge than any other time I have endured in my 50 years of life. COVID has impacted…
I’ve been working in the investment advice field for nearly 28 years now, but I am still learning new concepts at a regular pace in this compl…
In the world of economic and market prognostication I have heard it said many times, “COVID changed everything.” When I hear this statement, I…
November is here and for those students who submitted early applications for college admissions, the acceptance letters are starting to arrive…
Here we are, the strangest political season I can remember will be over within a few days and the new political party breakdown of the federal…
