Evidence Based Portfolios

“Evidence Based Portfolios”   You don’t know what you don’t know.  It’s the part of the iceberg under the water. Continuing with our series on the Science of Smart Investing [excerpted from ThinkAdvisor] Part 3: Evidence-Based Portfolios  In the recent book “The Incredible Shrinking Alpha”, Larry Swedroe, director of research for Buckingham [...]

By |May 9th, 2017|Categories: Retirement Income Planning|0 Comments

Financial Mission – Major Life Events

“Financial Mission - Major Life Events”   Here's this week's Financial Mission, if you choose to accept it.  Each week I'll send you a replay of my new podcast, "Your Financial Mission," where I discuss financial topics and share insight that impact your overall financial strategy. This week's Mission: Major Life [...]

By |May 5th, 2017|Categories: Investment Management|0 Comments

Will You Join Us?

“Will You Join Us?”   I wanted to personally invite you to our upcoming Memorial Day Celebration - we're remembering our veterans! Please join us Friday May 12 at Manor Hill Brewing! Please note:  We are capped at 50 people by the brewery, so register ASAP! Register online or by calling Gracie [...]

By |April 25th, 2017|Categories: Investment Management|0 Comments

A Scientist’s View of Investing

“A Scientist's View of Investing”   Hey there! I hope everyone had a wonderful Easter or Passover celebration. I ended up having a ridiculous case of bronchitis; I could hit the really high and low notes in choir, just not the ones in the middle! In continuing our story from [...]

By |April 21st, 2017|Categories: Investment Management|0 Comments

When Small is BIG!

“When Small is BIG!”   The market’s been moving around lately (with the usual accompanying commentary), so I’d like to revisit some basics, plus the science. I’m always talking about ‘global diversification’ and proper allocation. But what exactly does that mean and WHY does it matter? This email will be divided into [...]

By |April 5th, 2017|Categories: Investment Management|0 Comments

Monkey Business!

“Monkey Business!”   In Roman mythology, the hero Hercules used his divine strength to smash through the mountain that used to be Atlas. This created the Straits of Gibraltar, linked the Atlantic and the Mediterranean, and forged the famed Rock of Gibraltar. The so-called “rock” is an enormous limestone monolith, [...]

By |March 16th, 2017|Categories: Uncategorized|0 Comments

Fixed This For You!

Fixed This For You! For generations, Americans fostered a culture of thrifty self-reliance, especially where it comes to taking care of our stuff. It started all the way back in pioneer days, and living on the frontier’s edge. Back when Pa Ingalls lived in that little house in the big [...]

By |March 10th, 2017|Categories: Uncategorized|0 Comments

Better Call Saul!

“Better Call Saul!”   On January 20, 2008, AMC debuted a promising new drama called Breaking Bad. The series chronicled the highs and lows of high-school chemistry teacher Walter White, who was diagnosed with terminal lung cancer and put his knowledge to work opening a meth lab to secure his [...]

By |February 15th, 2017|Categories: Uncategorized|0 Comments

“Step Away From That Soda, Sir…”

"Step Away From That Soda, Sir..."   Last year, the Philadelphia City Council slapped a 1.5 cent-per-ounce tax on soda and artificially-sweetened drinks. The new tax, which became effective on January 1, sounds like something intended to fight obesity, diabetes, and other public health threats. Council actually designed it to [...]

By |February 3rd, 2017|Categories: Tax Planning|0 Comments

Presidential Elections & the Stock Market

Presidential Elections & the Stock Market   Whaddya know...Trump assumed office and calamity has not befallen us. So let's regroup on some historical facts with regard to markets and elections. There is always a steady stream of opinions from pundits and prognosticators about how the election will impact the stock [...]

By |January 22nd, 2017|Categories: Investment Management|0 Comments


Happy!!!   The IRS publishes hundreds of reports every year, covering all sorts of topics. You'll find routine statistical summaries, like the always-popular "Number of Individual Income Tax Returns, Income, Exemptions and Deductions, Tax, and Average Tax." You'll find page-turners worthy of a Tom Clancy thriller, like last summer's "Actions [...]

By |January 19th, 2017|Categories: Tax Laws|0 Comments

The Pessimistic Bull Market

The Pessimistic Bull Market   Happy New Year to you! We're 6 days in and awaiting the first 'big' snow event. Ok...maybe some of us are awaiting the snow...and the rest of us are dreading it. I found this graphic in my recent readings and wanted to share it because [...]

By |January 6th, 2017|Categories: Investment Management|0 Comments
Go to Top