Newsletters




How is Your Fund Manager Compensated… and Should You Care?

Many of us invest in mutual funds without asking ourselves how fund managers are compensated. Is compensation based on fund performance (i.e. does the fund manager have “skin in the …
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Philip Seymour Hoffman’s Untimely Death Reminds Us to Periodically Review our Estate Documents

Oscar winning actor Philip Seymour Hoffman died unexpectedly on February 2, 2014 in his New York City apartment from an apparent heroin overdose. He appeared in more than 50 movies …
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Why Are A Roth IRA And “Super-Roth” So Darn Attractive?

Last week I was contacted by a client who is receiving a substantial distribution from his retirement plan account. Given the fact that he will likely retire in a tax …
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Lessons Learned – Actor James Gandolfini’s Will

This should be a wakeup call to anyone who will eventually die. (If this does not include you, I would love to hear your story!) …Actor James Gandolfini, who played …
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Been Here Before’

(The Value of a Mentor)I would like to invite you to a very special event, but first let me share my experience…During my professional career I have had the very …
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What Do You Think It Is Worth?

Creating Business Value, Part IIA couple of months ago I told you about a good friend of mine, John.  We had shared our life experiences together and built a strong …
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What Do You Think It Is Worth?

Creating Business Value, Part IOver the years I have been blessed with several very deep and meaningful friendships. Few have meant as much to me as my friendship with ‘John’ …
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Good News from the IRS

Deducting the Home Office Gets SimplerIt’s never too early to start planning for filing your 2013 income tax. And there is some very sensible, good news if you are one of the …
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I Am Not Afraid of The “Fiscal Cliff”…

 Hysteria! How many times do we need to be manipulated before we recognize that once again the media has whipped an issue into the level of Armageddon?  Does anyone remember …
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