19 Aug 2016

Posted at 12:19h in The Friday Brief by
The beauty of the Olympics, their deep appeal, is what they reveal about the human spirit, whether in the 'thrill of victory' or 'the agony of defeat.' Under every colorful uniform there's a talented human being with a life-long story of struggles, challenges, hopes, dreams, and fierce commitment to be the best they can be. The medals of gold, silver, and bronze for which they compete are reward indeed, but they fall infinitely short of describing their accomplishments.

10 Jun 2016

Posted at 12:04h in The Friday Brief by
A frequent question from both young and old clients is “Will I get my benefits?” You might be surprised to learn that the Social Security Program is not as bad off as you might think. That said, the program will be changing in the next 20 years, so it behooves the thoughtful planner of every age to consider and be ready for possible worst cases, while there's time to replace possible gaps in retirement income.

15 Apr 2016

Posted at 12:31h in The Friday Brief by
How often we've heard, and used, the phrase 'time flies' without giving it much thought. The phrase paints a picture of time flying away from us almost whimsically, like a butterfly, naturally and unburdened. The term actually derives from the Latin, tempis fugit, and originally appeared in Virgil's Georgics - as fugit inreparabile tempus or "it escapes, irretrievable time." Fugit forms the root of our word fugitive, painting a different picture of the flight of time than our butterfly, irretrievably escaping like a thief.

22 Jan 2016

Posted at 10:10h in The Friday Brief by
Snow DayIt's no secret that the stock market has been pretty crummy in 2016. My younger sister Allegra is in college, without much of a vested interest in these things yet, and I just texted her to ask what the stock market has done this year. Her verbatim response was: "I think it's been kinda all over the place? And it tanked recently? Oil prices or something."