Aging Isn’t For Sissie (Part 2) – So Many Choices, So Little Time
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Aging Isn’t For Sissie (Part 2) – So Many Choices, So Little Time

In my previous blog post, I gave several examples of families caring for the elders in their lives. Today I want to look at a few of the many options available. I’ll cover traditional options like Senior Living and Continuing Care Retirement Communities along with lesser-known options like “Golden Girls” Shared Living, and even something new called…

Should I Invest a Lump Sum Today, Tomorrow, or Over Time?

Should I Invest a Lump Sum Today, Tomorrow, or Over Time?

This year we’ve been working through an unusually high number of lump sum investing scenarios with clients. No one has won the lottery or discovered a long-lost rich uncle who left them an inheritance. Rather, what we’ve encountered falls into two categories: a) an influx of cash (sale of a business, receipt of deferred compensation,…

Abigail Disney and Money Conversations
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Abigail Disney and Money Conversations

I recently ran across an interview with Abigail Disney, granddaughter of Roy O. Disney, co-founder of The Walt Disney Company (posted here at New York’s The Cut What It’s Like to Grow Up With More Money Than You’ll Ever Spend.) It is a surprisingly vulnerable and honest insight into the real-life impact (both good and…

The Quarter in Charts – Q1 2019
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The Quarter in Charts – Q1 2019

If there was ever a quarter that demonstrated the changing nature of investment markets, it was the first quarter of 2019. Below, we’ll walk through the critical themes of the quarter touching specifically on the yield curve and the possibility of a recession. Asset Class Returns So far in 2019, investors have experienced double-digit returns…