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Q3 Market Recap

Q3 Market Recap

In contrast to last year, when almost all types of investments moved up together, this year has brought more volatility and a wider difference in performance. These are times when it becomes even more important to remain fully diversified, to…

Always Tell Me the Odds

Always Tell Me the Odds

Traditions are very important to our family—they’re a fun way to build excitement and memories together, especially with two kids in the house. One of our more recent traditions involves seeing all the new Star Wars movies when they come…

Simple Enjoyments

Simple Enjoyments

One of my favorite stories is about Jeanne Calment, the woman with the longest confirmed lifespan. She lived in France until the age of 122. In 1988 she was interviewed about meeting Vincent van Gogh in her uncle’s art shop…

Planning for vacation? Don’t forget estate planning

Planning for vacation? Don’t forget estate planning

  Ahhh … vacation. Most of us work hard all year and look forward to getting away for a few days to unwind. To make the most of this down time, we take steps to alleviate our worries while we’re…

Is Travel in Your Future?

Is Travel in Your Future?

  Many people take time in their retirement years to indulge in travel, whether at home or abroad. If this is part of your hope for retirement, consider the idea of using a travel planner or travel agent to make…