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How concerned should investors be about the Coronavirus?

February 25, 2020

Two weeks ago, I broke my right foot. It was the first time I have ever broken a bone. There is a good story about how I broke my foot, but I will not send it out to the world via email. My orthopedic doctor told me that I would need to wear a boot…

Understanding the newest Tax Act from Congress

December 23, 2019

It seems that every year Congress gives us an impossible task. I am not talking about politics. I am talking about the newest tax law changes that will become effective next year. Major tax law changes that most people are unaware of seem to come out right around this time every year. It reminds me…

Hiking and Preparing allows a better understanding in achieving goals.

November 20, 2019

Last Week, my 16-year old son, David and I went for a long hike to prepare for our next Boy Scout camping trip. During the weekend of December 14th, we will be hiking for about 25 miles at Myakka River State Park. This trip will be a gear shake down for the 14 other boys…

Did the Trump Tax Act Stop the Top 5% from Giving the Charity?

October 14, 2019

Last week on Sunday, my 16 year old son, David, spent four hours studying World History, Chinese and Math. He has three exams on Monday. While watching him study, I thought about if he would study if he did not have these exams. This train of thought reminded me of the perception that the top…

Trump and Financial planning in Palm Beach Gardens Florida

September 17, 2019

After Hurricane Dorian left us and proceeded north, I asked my younger son David, to help me return the outdoor furniture we stored in our garage to the backyard. In the process of moving the furniture our Golden Retriever Jack ran outside. Now Jack is a very loyal 6-year old Golden Retriever who loves to…

Forcing Mechanism Makes Couples Have Better Communication

September 5, 2019

I was sitting with married clients last week where one spouse bought a property without first fully discussing it with the other spouse. As I was processing this information, I thought about a conversation that I had with my older son Ethan, who is now a freshman at University of Miami School of Architecture (Go…

Depending on the Federal Reserve to improve the stock market, is like circling the Arc de Triomphe.

August 2, 2019

On our recent family vacation, we rented a car in Paris to drive to Normandy. To get to the French countryside, we had to drive through the center of Paris. The first road we went on led to the Arc de Triomphe. The largest arch in the world, it is situated at Place Charles de…

Hot Times Mean Earlier Walks

July 31, 2019

Early warning signs of running out of money in retirement. Last Week, I went for a walk in the morning with my wife Gina. This is part of our commitment to remain healthy. It was as hot and humid as it gets here in South Florida. The temperature hit over 95 degrees with 90% humidity.…

Hiking Myakka River State Park Clears Your Head and Reminds Us That the Majority Can Be Wrong

July 3, 2019

This past week, I hiked and backpacked with a bunch of Boy Scouts and another Assistant Scout Master thru the Myakka River State Park. My younger son David, was one of the Scouts. For those who don’t know where Myakka State Park is located, it is right near Sarasota, Florida. Backpacker Magazine, named it one…

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