I was cheered recently when a client referenced the deleterious effect negative returns have on wealth accumulation. He pointed out that a 25% loss requires a 33.3% gain to get back to flat. Steep losses are a killer when it…

Interest rates are currently hovering near their highest point in years. Most headlines focus on the resulting challenges such as more expensive debt. But there is a silver lining we shouldn’t overlook – elevated interest rates create opportunities for estate…

As many of you know, I listen attentively to every word from the Oracle of Omaha. Most recently, at age 94, he held court at the AGM of Berkshire Hathaway, his last as CEO of the company he built. I…

Earlier this month, I had a brief layover in Orlando. As you can expect, throughout the airport, banners and signs invite tourists to visit the main attractions – the theme parks. The always-familiar Disney and Universal Studios capture the majority…

This year, while sitting around the kitchen table with family dyeing eggs as part of our Easter Sunday tradition, the recent spike in egg prices naturally came up in discussion. Several members of my family made quips about how the…