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Dying in New Jersey: The Estate Tax Challenge

Fortune Cookie

Benjamin Franklin is often credited for the well-known phrase “…in this world nothing can be said to be certain, except death and taxes.” If Franklin lived in New Jersey today, he’d undoubtedly stand by that…

March Madness = Bracketeer and Investor Bias


March is a magical time for basketball fans. The National Collegiate Athletic Association (NCAA) men’s tournament kicks off, with 64 of the top college basketball teams facing off in a single elimination tournament. Countless amateur…

Is the Hummer on Its Way Back?

Gas Pump

Drivers who embraced the “bigger is always better” mindset weren’t happy when General Motors discontinued its massive, military-inspired vehicle five years ago. But the Hummer’s end was probably inevitable: Gas prices were rising sharply, and…

The Power of Breaking Away From the Investment Herd

Standing Out In A Crowd

In the 1950s, psychologist Solomon Asch performed a groundbreaking experiment about social conformity that’s still relevant today. In fact, it may help to explain a lot about investment mistakes we are all prone to making—even…

Leaving New Jersey: A Tax-Related Exodus?

Image Of New Jersey Sign

In recent years, an increasing number of our retirement-minded, New Jersey clients started asking us the same question: “If I were to move, what tax-friendly states would you recommend?” We talked to our accountant and…

Learning to Ride on Two Wheels


I remember my father’s words as clearly as if he said them yesterday: "The training wheels are coming off this summer." That made me a little nervous. When my father put those helping wheels on…

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