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Thursday, March 28, 2024

Charlie Munger, the respected former partner of Warren Buffett in the legendary Berkshire Hathaway empire, had passed away just shy of his 100th birthday. With a career spanning over four decades alongside Buffett, Munger had...

Thursday, March 28, 2024

When it comes to retirement planning, envisioning your ideal lifestyle is crucial. As you reflect on the past year, consider the moments that brought you joy, the places that inspired you, and the people who made each day special. To...

Friday, February 16, 2024

Does Your Advisor “Eat Their Own Cooking”?   As a financial professional, one of my pet peeves is whether or not financial advisors “eat their own cooking.”  After reviewing hundreds of portfolios over...

Friday, February 16, 2024

Wealthy Despite Humble Beginnings:   Ronald Read and Grace Groner, both hailing from modest backgrounds, defied the odds and amassed substantial wealth despite holding low-paying jobs throughout their lives. These individuals are...

Friday, February 16, 2024

Will Your Retirement Savings Last Your Lifetime? During periods of challenging economic forecasts, market volatility, and potential government shutdowns, even the most composed retirees can be anxious about the future. With the S&P 500...

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Friday, February 16, 2024

Preparing for Upcoming Tax Increases: Is a Roth IRA Conversion Right for You? U.S. taxpayers are facing an inevitable increase in federal income taxes in just 26 months. With the pressing national debt, there is little optimism that...

Saturday, November 25, 2023

Are you High Net Worth or Mass Affluent?   Everyone wants to assess their financial standing and understand where they fit regarding wealth. In Capgemini’s Wealth Report, individuals with a net worth ranging from $1,000,000...

Saturday, November 25, 2023

Industrial revolutions occur during periods of immense technological change that shape our world.   The first industrial revolution took place from the 1750s to 1840. A surge in iron production led to such innovations as...

Monday, June 12, 2023

The Accumulators of Wealth:  Over my career, I have witnessed three types of individuals that started with little to their names and, despite many challenges, have amassed significant wealth. These alpha accumulators achieved...

Monday, June 12, 2023

Five questions couples should ask before they retire: Retirement is a significant milestone for every couple. The days of making college tuition and mortgage payments are hopefully over. It's now time to throttle back and enjoy...

Monday, March 27, 2023

Planning your retirement from full-time work:Retirement means different things to different people. For some, it means pursuing work in a new vocation. For others, it means complete freedom from work to pursue hobbies and interests...

Thursday, March 16, 2023

Is College Still Worth It?Is College Still Worth It?: Please enjoy my 2/25 column/blog in the New Haven Register. Connect with me via linked in if you like the post! 

Monday, February 27, 2023

My 2/11/23 column in the New Haven Register. Dividends in a volatile market. Enjoy!https://www.nhregister.com/opinion/article/connecticut-money-higher-prices-stay-17743436.phpDividends in a volatile market:Over the centuries, two of...

Tuesday, January 31, 2023

My column 1/28/23 in the New Haven Register: Higher Prices are here to stayhttps://www.nhregister.com/opinion/article/connecticut-money-higher-prices-stay-17743436.php"Sticky" inflation increased 5.6% year over year in December,...