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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Thursday, July 29, 2021

In his classic detective story The Purloined Letter, Edgar Allen Poe tells how an embarrassing letter has been stolen (purloined) from the French Queen to be used for blackmail. The authorities believe they know who took it, and order...

Monday, July 19, 2021

Soul Crafting with Tanushree Interview

Thursday, July 15, 2021

Tony Dungy, who is remarkable for winning a Super Bowl as a player and then doing it again as a head coach, has a simple philosophy for dealing with tough situations. "You can't always control circumstances," says Dungy. "However, you...

Monday, July 12, 2021

It's hard to think of a more all-American investor than Warren Buffet. His company, Berkshire-Hathaway, is located not on one of the coasts but in Omaha, Nebraska. The firm's wholly-owned subsidiaries include such heartland favorites...

Monday, July 12, 2021

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Monday, July 12, 2021

Thursday, July 1, 2021

If you've ever listened to the radio show hosted by personal finance guru Dave Ramsey, you know that most of what he says is for the benefit of people in financial trouble. They're seeking his advice to get out of debt, put more into...

Thursday, June 24, 2021

Isaac Newton, inventor of calculus, discoverer of gravity, godfather of modern optics, and the first to describe the laws of planetary motion, wrote, "If I have seen further (than others) it is by standing on the shoulders of Giants."...

Thursday, June 24, 2021

Thursday, June 17, 2021

What happens when the predictions are wrong? Is it time to panic? Is it time to ditch our strategy? It's a fascinating question because it cuts right down to the question of what it means to live in an uncertain world. Humans are...

Thursday, June 17, 2021

Notorious criminal Willie Sutton was once asked why he chose to rob banks. He replied, “Because that’s where the money is.”1 Fortunately, the vast majority of people don’t pick up a gun to rob financial...

Thursday, June 10, 2021

talking about the way he handled his finances, comedian Steve Martin said, “I love money. I love everything about it. I bought some pretty good stuff. Got a $300 pair of socks. Got a fur sink. An electric dog polisher. A...

Tuesday, June 8, 2021

Thursday, June 3, 2021

With COVID infections dropping and pandemic restrictions easing, that summer trip you’ve been wanting to take is now a real possibility. While businesses that serve travelers—like restaurants, hotels, and airlines—are...

Thursday, May 27, 2021

Roy Sullivan was enjoying a quiet Saturday morning of trout fishing when the lightning bolt struck. It hit him on the top of his head and exited his lower body, causing burns down his chest and abdomen. Stunned by the strike but still...

Friday, May 7, 2021

"Believe in yourself. You can do it!" This is the message in about 75% of today's movies. And about 100% of graduation speeches. But as much as we hear this advice, we're still a little skeptical that all you need for success in life...

Monday, April 5, 2021

Thursday, March 25, 2021

Many investors want guidance from experts who can tell them what the stock market will do in the near future. It doesn't matter if these experts are consistently inaccurate or even if they're wrong more often than predictions based on...

Monday, March 22, 2021

Monday, March 22, 2021

Friday, March 12, 2021

Friday, March 12, 2021

So, the next (final?) round of stimulus was signed into law by President Biden. Let’s dive in. The $1.9 trillion bill called the American Rescue Plan Act of 2021 includes stimulus checks, child tax credits, jobless help,...

Wednesday, March 10, 2021

Thursday, February 18, 2021

When people get lost in the woods, they invariably do one thing. They run (or walk as fast as they can) to get away from the place where they feel lost. Sadly, this action often takes them in a circle.1But wait a minute, you say. That...

Wednesday, February 17, 2021

There’s a lot we could be talking about this week. The pandemic. Vaccination rates. Earnings. Impeachment. Markets. Stimulus bills. Instead, how about we talk about something nice? What makes you happy? What does...

Tuesday, February 2, 2021

By now, the online mobile stock trading platform Robinhood has become part of everyday conversation. As of 2/1/2021, a Google search of Robinhood returns a staggering 225M hits!If you read many of the news stories, one can assume if...

Friday, January 29, 2021

Did you hear GameStop went viral? Here’s a quick guide to the market frenzy you’re seeing in the headlines. Long email ahead. (Buckle up, it’s a little complicated.) What is GameStop and why does everyone care?...

Wednesday, January 27, 2021

Tuesday, January 26, 2021

Tuesday, January 26, 2021

After months of election uncertainty, Joe Biden was inaugurated as our 46th president, bringing the peaceful transfer of executive power that defines us as a democracy. President Biden’s pen has been busy, busy, busy so...

Wednesday, January 13, 2021

Does it feel like 2021 yet? The twists and turns so far make it seem like 2020 is dragging into a second season. As an American, I’m shocked and worried, and I’m wondering how political disagreements turned into excuses for...

Wednesday, December 9, 2020

Tuesday, October 10, 2017

Investment Fees — What Non-Investment Advisors Should Understand

Thursday, July 6, 2017

Planning for College Without Going Broke Paying for college is one of the largest expense you will have in your life. A four-year degree can cost as much as $250,000. Most parents are wondering, “How I am ever going to pay for...

Thursday, June 1, 2017

According to a survey conducted by the Rebalance IRA investment management firm, 46% of people between ages of 50 and 68 believe they are not paying any fees in their retirement accounts. 19% believed they are paying less than .5%....

Tuesday, May 23, 2017

May is Disability Awareness Month 2 of the biggest myths about Disability That it doesn’t happen to younger people It is the result of work related accidents Statistics Over 1 in 4 of today’s 20 year old’s will become...

Monday, February 27, 2017

by Stephen, Jean Mathieu, Legacy Financial Solutions, Inc. & Dawn Santoriello, DS Financial Strategies One of the great challenges facing every business owner is how to get money out of their business in the most tax efficient manner...

Tuesday, January 31, 2017

What comes to mind when you think of protecting your house from natural disasters such as hurricanes or floods? Most would rely on their homeowner’s insurance or flood insurance to keep them comfortable and make them whole;...

Monday, January 18, 2016

Non Tax-Qualified Mutual Funds and Stocks Pros: Unlimited upside gains, can be sold at any time Cons: Not guaranteed. Unlimited downside losses. Any growth is taxed when sold, or each year if there are short term capital gains which...

Monday, January 18, 2016

There are primarily two things you should expect in a qualified plan (aka QP): First of all, they defer the payment of taxes (but they do not necessarily save taxes). Secondly, they defer the tax calculation. Let me illustrate how QP’s...

Monday, January 18, 2016

The 4 reasons to have a mortgage are: You don’t have enough cash to pay for the house The tax deduction The potential spread between what your money can earn and the cost to borrow money. The most important reason is to have liquidity,...