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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...

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...

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...

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...

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...