Category Archives: Uncategorized

A Christmas Eve Truce

A cross stands in a field in Saint Yves, Belgium, commemorating a site of something special. The plaque reads “1914 – The Khaki Chum’s Christmas Truce – 1999 – 85 years – Lest we forget.” Withering machine gun and artillery … Continue reading

Posted in Uncategorized | Comments Off on A Christmas Eve Truce

Changing Your Game with Trump Cards on the Table

We’re taught two “don’ts” – don’t talk politics and don’t throw stones. However, we have a new reality, and for many, Trump’s victory was a surprise. Client conversations involve the elephant in the room – “What changes should we make” … Continue reading

Posted in Uncategorized | Comments Off on Changing Your Game with Trump Cards on the Table

Worst President Ever

Who will be the better President, or who will be worse? Historians also argue who was the worst? Perhaps Warren G. Harding for the scandals that plagued his short term or Woodrow Wilson who lead us into WWI. However, James … Continue reading

Posted in Uncategorized | Comments Off on Worst President Ever

Money Market Reform

How concerned would you be if your cash reserve account balance fluctuated – hopefully by not much – reflecting short term conditions?  Say you normally held $30,000 in a money market account as cash reserves, and it might range $29,850 … Continue reading

Posted in Uncategorized | Comments Off on Money Market Reform

Scary Markets

Let’s play a game. I offer your choice of (A) $1 million in cash now, or (B) a magical shiny penny that doubles in value daily for 31 days. Which do you take? Of course it’s a trick question. Take … Continue reading

Posted in Uncategorized | Comments Off on Scary Markets

The Popularity of Pessimism

Barbarity swept the European continent between the 5th and 12th centuries by marauding Vikings as they raped, pillaged and plundered. Violation of a nun’s chastity – brides of Christ – could forbid them entry into Heaven. So imagine yourself a … Continue reading

Posted in Uncategorized | Comments Off on The Popularity of Pessimism

Need a New Year’s Resolution Do-Over?

Is your New Year off to a rough start – More strength needed to birth a new habit, rocky investment markets, or perhaps your team didn’t make it to Super Bowl 50? Well, you’ll have the chance for a do-over. … Continue reading

Posted in Uncategorized | Comments Off on Need a New Year’s Resolution Do-Over?

When Your Treasures Have More Than Sentimental Value

What would you bring to Antiques Road Show? It’s a popular show combining history and treasure hunts. And who wouldn’t want to stumble upon a treasure? You’ve heard the stories of the family who had a garage sale “ugly” bowl … Continue reading

Posted in Uncategorized | Comments Off on When Your Treasures Have More Than Sentimental Value

Happy 4th! – Beware of Greeks Bearing Bonds

The bald eagle is an icon that symbolizes American ideals and spirit. The image rode Westward stamped on the lockplates of firearms carried by explorers and settlers, landed in Normandy for the liberation of Europe, rests on the Sea of … Continue reading

Posted in Uncategorized | Comments Off on Happy 4th! – Beware of Greeks Bearing Bonds

Upsizing Your Home in Retirement – Are You Nuts?

Imagine moving one more time to live your golden years of retirement until independent living is no longer practical or safe. What would you want in the new home and where would it be? Fewer stairs to climb, easier yardwork, … Continue reading

Posted in Uncategorized | Comments Off on Upsizing Your Home in Retirement – Are You Nuts?