Blog Posts

  • Tax Planning While the Leaves Fall

    November 1, 2007
    There is a key difference between tax planning and doing your taxes. And that difference is forward thinking. If that does not make sense, then consider driving a car. Sitting in the driver’s seat, a financial planner is looking forward out the windshield while your accountant is looking backwards out ...
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  • Surrounded by Satisficers

    October 1, 2007
    Market volatility brings insight into who we are. The activity in the stock market over the last month has wiped out the positive returns we had built up through June. Yet many of the people I personally know are not jumping off the ship. Instead they are taking this in ...
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