Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) Reading List I was recently asked about my “must read” news sources and daily email lists.  Seems like there is an endless supply of news to pick from but here are a few of my daily reads […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) 2019 Contribution Limits – I know – 2018 is barely over and you’re still working on tax prep for last year. I get it – but it’s never too early to start planning your savings for the […]

While listening to “Happier with Gretchen Rubin” last year, I was introduced to this concept. It’s simple – you create a list of items (the number of which corresponds with the year – hence 19 for 2019) you wish to accomplish in the new year. There are no rules – you decide what goes on […]

Less than one month to go in 2018! Time to prepare for year-end and make sure you have all of your financial matters in order before the calendar turns to a new year. We’ve put together this checklist to help you in this process but as always, consult with your advisors as requirements and to-do’s […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.)Social Security – It’s an incredibly complex system that despite paying into it for our entire careers, few of us fully understand. Not to fear, we are here to help! Here are a few things to keep in […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) Keeping up with Washington – Now more than ever, the happenings in Washington DC are having an incredible impact on the markets and investing.  It’s virtually impossible to keep track of the news flow on your […]

A few parting thoughts and some funny outtakes from the meeting Omaha is a great town.  At the suggestion of my friends (who had been before), we stayed right by the arena in Old Market.  Hotel rooms are at a premium but it was an excellent location and very convenient       Gorat’s, one […]

Attend the Berkshire Annual meeting and you’ll quickly realize it’s a bit like drinking from a fire hose.  There is an astounding amount of content covered during this event and every word spoken carries an immense amount of meaning and content.  Summarizing six hours worth of wisdom is no easy task but here’s my best […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list:   1.) Tax time – Deadline for 2017 tax filings (or extensions) is fast approaching!  This year’s deadline is Tuesday April 17th.  In addition to any 2017 remaining payments, this is also the date by which you must make […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) What will the future bring? None of us know the answer to that question.  However, that doesn’t mean we can’t look forward and form our own best guess of what tomorrow may bring.  Many investment/market thought leaders […]