2019

December 23, 2019 I am a big fan of lists: the top 5, the top 20, those kinds of things. I think it’s fantastic when someone takes time to think about a subject in depth and goes through the trouble…

December 16, 2019 You are probably familiar with the qualification standards for investors in investment vehicles that are exempt from public registration.  The most famous of these standards is the Accredited Investor standard which has its origins in a 1953…

December 9, 2019 Last Friday, the Labor Department reported November as another great month for employment, with 266,000 new jobs added. Excluding the 44,000-job boost in the durable goods industry produced by the end of a 40-day strike at General…

December 2, 2019 For the past 24 years, our custom has been to drive to Foscoe, NC to spend Thanksgiving with family. In the early years we would surf radio stations along the way. We learned all kinds of interesting…

November 25, 2019 US holiday retail sales (November 1st to December 31st) are forecast to top $1 trillion this year: the first-ever trillion-dollar holiday season. Cyber Monday alone is forecast to surpass $10 billion in online sales and is expected to…

November 18, 2019 This is the time when we start thinking about year-end portfolio reviews, including 2019 tax issues, and starting to consider ideas for 2020. We are also reviewing annual gifting strategies. As we approach the holidays and the…

November 11, 2019 How would you feel if you took your car to be serviced and were told that the work they were going to do was incidental to whether your car was roadworthy? Of course no car service shop…

November 4, 2019 Last month I travelled to a meeting at Winthrop Rockefeller’s former ranch atop Petit Jean Mountain in rural Arkansas accompanied by my wife and sister. Little did I realize that we were going back in time and…

October 28, 2019 This past weekend I had the unfortunate task of calling my cable provider to see if they could help restore my spotty television service. Not so long ago my call would have been answered by someone in…

October 21, 2019 I recently embarked on a home renovation project: the updating of my bathroom.  I am familiar with the work involved having grown up in the home construction business, but, as most people experience, major home projects never…