Viewpoint


Rich Kid Poor Kid

Dear Clients, I have a favor to ask.  If you have a minute and the inspiration strikes, would you please reach out to me with any anecdotes or observations about how money has affected your family, for better or worse? I’m particularly interested in relationships between parents and kids, something […]


“Sell, Mortimer! Sell!”

The line, “Sell, Mortimer!  Sell!” comes from the iconic 1980s movie, “Trading Places,” where the film’s heroes, played by Eddie Murphy and Dan Aykroyd, get the better of villains Randolph and Mortimer Duke while trading orange juice futures contracts—which is yes, a real thing.  In the pivotal scene, Murphy and […]


Investors Need More Information, Not Less

President Trump often announces his policy interests through twitter.  Last August 17th he tweeted this: It was later learned that the idea for dropping quarterly reporting came from a conversation with former Pepsi CEO Indra Nooyi that focused on ways to improve job growth.  Mr. Trump was quoted in the […]


Year End Financial Planning Tips

The end of the year is a great time to review your finances.  Whether you’re still working or retired, there are changes you can make to ensure that you’re not leaving any money on the table.  These changes can help reduce your 2018 taxes and set up for a more […]


Getting Your Financial House in Order

No one likes to think about their demise.  However, like Ben Franklin’s ubiquitous saying goes, nothing in this world is certain except death and taxes.  This Viewpoint is a practical warning about steps you need to take, or need to have your elderly parents take if you are fortunate to […]


Free Credit Freezes Available Soon

The massive Equifax data breach occurred approximately one year ago, resulting in the theft of Social Security numbers, birthdates, names, addresses, and in some cases driver’s license numbers.  The number of individuals involved was staggering, nearly 147 million.  Shortly following the breach, Scott wrote a Viewpoint outlining potential countermeasures for […]


Donor-Advised Funds

Although we consider ourselves money managers, not experts on taxes or charitable giving, we think our clients should be aware of a potential tool for optimizing tax and gifting strategies. Donor-Advised Funds (DAFs) are charities whose purpose is to help donors give money to other charities.  They have existed for […]


Retirement Savings vs. Education Savings

In most households, retirement and college savings are at the top of the priority list of financial plans.  Many parents ask if it is possible to pay for their kids’ college education and still afford to retire comfortably.  Conventional wisdom tells parents to prioritize their retirement savings before helping their […]


Advantage Gambling

Sports gambling is a hot topic right now.  On May 14, by a 6-3 decision, the Supreme Court overturned a federal law that effectively outlawed most sports gambling.  The law included a few exceptions, the broadest being granted to Nevada. New Jersey, the home of Atlantic City, challenged the law […]