With summertime upon us, complete with tropical storm Cindy soaking the South, and nearly half of 2017 in the books, this might be a good time to review the progress and condition of the capital markets. While forecasting the direction of the markets is not...

This week I’ve been cleaning out my desk as I prepare for our move to our new offices on Glenwood Avenue. While organizing, I discovered that I have a paper copy of every single tax return I’ve filed since 1994. The financial nerd in me...

This weekend my wife and I will be keeping three of our grandchildren and I can't wait. The twins are 6 and the youngest, 3. We've been thinking all week about the fun things we will do together. This morning, while pondering today's Brief, I was reminded of one of the great joys of being with children; which is their boundless capacity for imagination. It is nothing short of amazing how freely and effortlessly they enter into a world that we adults have sadly  'grown' out of along the way. But if we are willing, our children and grandchildren can happily lead us, hand-in-crayon, marker, dirt, or paint-covered hand, back into the lost world of our imaginations.