Jun 2022

  • June 14, 2022

We believe that streamlined investment portfolios are more effective. But the trick lies in heeding Einstein’s thoughts: “Make everything as simple as possible, but no simpler”.  Informed simplicity is sophistication at its best.  Streamline your portfolios (pdf)


May 2022

  • May 11, 2022

Ideas to De-clutter your financial life. Pruning files (Digital and Paper) especially after the Tax season paper chase is both therapeutic and may also lead to better financial decisions. De-Clutter your financial files. (pdf)


Apr 2022

  • April 13, 2022

In a Sherlock Holmes mystery the famous detective observed that he found it curious that the guard dog did not bark in the night when a prized race horse was stolen. We feel the same way when we compare the anxiety of investors in Q1 of 2022 to the lack of their anxiety in 2021. 


Mar 2022

  • March 11, 2022

Conventional wisdom is good, but not always or for everyone. We think there is a small group of investors who should evaluate if making IRA contributions is still correct for them. Make IRA contributions – But not everyone. (pdf)


Feb 2022

  • February 16, 2022

What the Tax season and good investing habits may have in common. The tax man is coming. (pdf)


Jan 2022

  • January 12, 2022

2021 was a good year if you were invested properly in financial markets. Our review of what went well and our thinking of how we plan to navigate investing in the coming year.   2021 Q4 Market Review. (pdf)


Dec 2021

  • December 18, 2021

Year-end Investment and tax Moves – a dry but often profitable topic. Here is a short list of investment and tax related ideas that may impact your money.  Year-end investment and tax moves (pdf)


Nov 2021

  • November 22, 2021

Estate Planning – it’s a fancy word for expressing your wishes once you pass on. And, it’s an important tool for an advisor to have to manage your portfolio better. Estate planning basics (pdf)


Oct 2021

  • October 21, 2021

The markets have “behaved” well so far this year – but we think it’s wise to expect a different future. We are. Expecting a different future – 2021 Q3 Review. (pdf)  


Sep 2021

  • September 22, 2021

Real Estate, an important but emotionally laced investment Asset class, needs to be evaluated both emotionally and dispassionately. Here are some thoughts if you are considering downsizing your home for retirement. Real Estate – Downsizing your home. (pdf)