Insights

In my last letter, I asked, “Where was the recession?” It has not shown up, and I do not think it will for several quarters, if then. Very surprisingly, I think the Fed has handled this in a way that will result in a soft landing (slowing inflation but not creating a...

Financial fraud is an ever-increasing danger that affects everyone, regardless of age or status. We all know someone who has been affected by financial fraud or have been victims of financial fraud ourselves. The Federal Trade Commission reported that in 2023,...

As we age, we may become more susceptible to fraudsters who make a living preying on retirees. This can be especially true for widows and widowers who are making decisions alone and may be particularly trusting of friendly strangers. To protect ourselves and those we...

“Mr. and Mrs. Recession, where have you been?” What has happened to date is relatively simple; consumer spending and the labor market have both remained strong. “We are at a fork in the road economically, and the path chosen by the Fed will determine what comes next....

Family and lifestyle Keep your financial life organized with a thoughtful combination of digital and physical storage solutions. Pop quiz: In an emergency, could your loved ones find your current will and power of attorney? If you had to evacuate your home, could you...

Following a year like 2022 when most investment strategies performed poorly, one way to add value in 2023 is to lower your taxes. Here are six tax savings ideas to consider: Donor Advised Funds Clients who are charitable during their working years would often like to...

As 2022 came to a close, our lawmakers delivered a holiday gift in the form of the SECURE Act 2.0. This new law builds on the 2019 SECURE Act that made changes to the way we save for retirement. The changes enacted with the new law help empower savers to reach...

Many of you see economic news daily and wonder what to make of what you see. We all hoped 2023 would be a calmer year than 2022, yet we are inundated with stories about banks going under, rising interest rates, and inflation—so far, 2023 remains a bit overwhelming. I...