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Recent Articles

  • Don’t Put All Your Apples in One Basket

    Despite its recent declines, Apple stock is still up 543 percent since the market low of March 9, 2009. Even if you bought Apple last year, you still made a hefty..

  • Forward Thinking

    A few years ago I helped conduct a focus group. One of the conclusions was that those focus group members who had a longer term perspective seemed to be the wealt..

  • Why Are My Taxes So High – Part I

    With the tax season officially over on April 17, 2011, I thought this would be an ideal time to address a question that was posed to me by several clients as I wa..

  • What to Invest In Today

    I meet with individuals on a daily basis that have different perceptions of the world, and how they should react with their portfolio:  I’m worried about what..

  • Falling Off the Cliff

    I am reminded of Douglas Adams’ quote “It’s not the fall that kills you; it’s the sudden stop at the end.” The U.S. Government, as a way to help the eco..

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