Social Security Optimization (well, at least possible optimization…)
While the monthly social security check may not be crucial for our clients, it is a fact of life at a certain age – so shouldn’t we do our best…
The Ongoing Examination of Global Diversification
There was a time, not all that long ago, when investors could speak about “international diversification” with the same quiet confidence one might reserve for discussing Newtonian physics or the…
A Reflection on Generosity, Creating, and the Art (or Goal) of Doing Some Good in the World
Before we dive into the philosophy of generosity and the meaning of life (you know, just the light stuff), let’s address the obvious question: why is an investment advisor writing…