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During a criminal cyberattack on Equifax's systems in September 2017, personal data on 147 million US consumers was released. Many of our clients' and employees' information was included in this unauthorized data release. A proposed…
We’ve recently heard from a number of clients who wondered whether they should pay off their mortgages. I tell them that there are a couple of ways to answer this question. One is what I…
When asked about growing deficit in the U.S., Ronald Reagan famously quipped, “I am not worried about the deficit. It is big enough to take care of itself.” Investors are having a less sanguine response…
After the 2016 election, many Americans wondered what the major overhaul to the US Tax Code would look like and what the tax bill changes would be. Rumors circulated that a bill would pass early…
With the winter holidays coming up, you may be rushing through life’s tasks a bit. I know I am. You’re shopping, traveling and trying to get as much work done as possible in between holidays.…
When asked what he would change if he had a chance to reboot his work life, Microsoft’s Bill Gates said he would change the restart command for Windows computers. Instead of requiring users to press…
Last month, I began a series of blogs on what I consider to be the top five virtues of a wise investor. The first characteristic I discussed was curiosity. Today I’m discussing the second virtue:…
If you’ve ever played poker, you may have heard this: The worst mistake you can make when playing poker is to assume you are the smartest person in the room. Pokers experts say that overconfident…
I often refer to Bud D’Avella, Jr. as the family business “whisperer.” With more than four decades of helping families transcend an entire range of difficulties, he has a unique ability to go into even…
I’ve been thinking a lot about Costa Rica and Iceland these days — and not because of the stark contrast in their climates. These two countries, which are literally almost polar opposites, actually have a common tie…
