At lunch with a financial advisor recently, we discussed economic conditions and how they were impacting our clients.  She observed their research indicated many Baby Boomer aged clients were still not investing in the stock market after a rough ride in 2008.  Her view was that many had decided to invest ...Read More...

ESOP – Is it an Option for My Exit Strategy? A few years ago, December 2013 to be exact, with the help of Gregory Brown, now a partner at Holland & Knight in Chicago, we presented this email because of interest that is periodically raised about ESOPs. Before folks even begin to think about an ESOP ...Read More...

My wife and I recently received the WINTER 2016-2017 “Financial Perspectives” from Raymond James. The core of this letter focused on “Building your Financial Team: Who Should make the Cut?” The article highlighted for me a common conversation we have with clients and prospective clients alike: Who are ...Read More...

Do You Understand the Other Side?   Do You Understand the Other side? As we weather the recent election and the attendant rhetoric, I was reminded of a book I read years ago: How to Speak How to Listen by Theodore Adler.  The conclusion I reached from this book was if you cannot defend ...Read More...

How prepared do you believe you are for the future?  In 1970, I attended an Officer Call at Ft. Gordon.  After a couple of hours of Ohio State Police films of accidents, a Military Police Captain addressed the officers (Signal Corps) about the evils of alcohol and fast driving.  He proceeded to declare ...Read More...