Market Conditions from last week

by | Dec 24, 2018 | Blog

Good afternoon, Just wanted to give you all an update to the markets. We wrote this email back on Thursday, December 20th, but had to get it approved prior to sending it. Happy Holidays and Merry Christmas. As we write this email, the stock markets are down again...

A Tribute To A Friend

by | Jun 7, 2017 | Blog

On May 9, 2017, “Captain Gene” of Key West, FL passed away. This is atribute to 35 years of friendship. We met Memorial Day weekend, 1982 in beach house in Delaware. I was invited into the house by some college buddies who were living in the DC area; you...

Dear Elizabeth Warren

by | Feb 6, 2017 | Fiduciary Standard

Dear Elizabeth Warren One of the changes the new President has implemented is the repeal or delay of the Department of Labor’s Fiduciary Standard for advisors working with retirement accounts. This is a regulation you have been very vocal on, continually espousing...

Knowledge Is Good

by | Jan 5, 2017 | Financial Education

The words above are attributed to Emil Faber, the fictional founder of the fictional institute of higher learning, Faber College, in the 1970’s movie classic, Animal House. While there may be other lines of the movie that come to mind (“Was it over when the Germans...