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The Gift of Conversation

According to the Bureau of Labor Statistics, at least 39.8 million Americans are caring for someone over 65.  Many of my clients have spent hours agonizing over whether they are making the best decisions regarding a family member’s care. If you have been appointed...

The Attention Economy

Our advisors get together with some like-minded financial planners in our region periodically to discuss trends and other insights in the hopes of improving our operations and enhancing our clients’ experiences.  At our most recent gathering, we had an interesting...

The Voices that Get You Down

If you had to guess, what would you think the returns are for the US and international stock markets for the year so far?  Would you even expect them to be positive? In a meeting a few days ago, a client expressed surprise that every single stock fund in their...

Get Used to Wild Swings

(from Steven T. Goldberg’s article in the October 2012 issue of Kiplinger’s Personal Finance. Click here for the original article. Steven T. Goldberg, a Kiplinger contributor, is an investment adviser in the Washington, D.C. area.) The price for making...