Turning Money Into Wealth
Fourth Quarter, 2021 Turning Money Into Wealth This year-end has been a time of reflection for me. After such a successful year for our clients at
The Taxman Cometh, But Maybe Not For You
Third Quarter 2021 The Taxman Cometh, But Maybe Not For You For sure the taxman in America today is not as egregious as the Beatles
What I’m Talking About Most to Clients This Quarter
Second Quarter 2021 It’s not inflation. It’s not crypto. Although those topics do come up. It’s rebalancing. Being proactive, not reactive by taking profits when
My Statements Look So Good, BUT Will My Taxes Go Up?
First Quarter 2021 My inspiration for this quarter’s letter comes from one of my clients. Out of the blue last month, she called just to
If Winter Comes, Can Spring Be Far Behind?
Fourth Quarter & Year-End 2020 One of my favorite quotes,“If Winter comes, can Spring be far behind?” has taken on new meaning in this winter
Some Money Is Better Than None
Third Quarter 2020 A wise woman once told her attorney (full disclosure: that attorney is my husband), “Some money is better than none” when told
It was the best of times. It was the worst of times.
Second Quarter 2020 “It was the best of times. It was the worst of times.” – – Charles Dickens’ A Tale of Two Cities, 1859
There Must Be Some Way Out Of Here.
“There must be some way out of here” – Bob Dylan’s “All Along the Watchtower” 1967 Bob Dylan had a way with words. Awarded the
Turning Money Into Wealth
Fourth Quarter, 2021 Turning Money Into Wealth This year-end has been a time of reflection for me. After such a successful year for our clients at
The Taxman Cometh, But Maybe Not For You
Third Quarter 2021 The Taxman Cometh, But Maybe Not For You For sure the taxman in America today is not as egregious as the Beatles
What I’m Talking About Most to Clients This Quarter
Second Quarter 2021 It’s not inflation. It’s not crypto. Although those topics do come up. It’s rebalancing. Being proactive, not reactive by taking profits when
My Statements Look So Good, BUT Will My Taxes Go Up?
First Quarter 2021 My inspiration for this quarter’s letter comes from one of my clients. Out of the blue last month, she called just to
If Winter Comes, Can Spring Be Far Behind?
Fourth Quarter & Year-End 2020 One of my favorite quotes,“If Winter comes, can Spring be far behind?” has taken on new meaning in this winter
Some Money Is Better Than None
Third Quarter 2020 A wise woman once told her attorney (full disclosure: that attorney is my husband), “Some money is better than none” when told
It was the best of times. It was the worst of times.
Second Quarter 2020 “It was the best of times. It was the worst of times.” – – Charles Dickens’ A Tale of Two Cities, 1859
There Must Be Some Way Out Of Here.
“There must be some way out of here” – Bob Dylan’s “All Along the Watchtower” 1967 Bob Dylan had a way with words. Awarded the
