Blog

I recently spoke with Angelina Carleton, host of Design Your Legacy Podcast. We had a lively 30 minute talk discussing how to create wealth across generations.

Holiday greetings from our family to yours.

This panel had a lively discussion on the advantages of a Virtual Family Office in contrast to a Single Family Office or Multi Family Office. Contact me if you'd like to learn more.

Happy to report I was recently quoted in this Advisors Magazine article entitled “Are You Being Sold or Advised?” A quick 3 minute read you might find helpful if you're looking for a financial advisor. Enjoy. http://www...

Celebrating our great country's 245th birthday this weekend in Lake Placid, inside the Adirondack Park. The Park is 6 million acres, bigger than Yellowstone (2 million), Yosemite (0.8 million), Grand Canyon (1.2 million), and Great...

Happy to report I recently participated as a speaker in the Financial Planning & Wealth Management Summit for Women Entrepreneurs. Follow this link if you'd like to hear my 20 minute interview with the host, Purvi Tantia (click here).

To all you mothers out there, happy Mother's Day and thank you for all you do to make our lives possible. (Caught this mother yesterday hard at work!)

I wore my late father’s jacket and tie to church this cold, rainy morning. Warmed me inside and out.

If you have a high schooler interested in learning more about financial planning (a worthy life skill), for a modest fee, they can apply to this one week virtual seminar offered through Texas Tech University. Here's the link:...

One of the biggest challenges we face as investors is controlling our emotions when it comes to our investment behaviors. Ideally we'd like to buy low and sell high. However, time and time again the data reveals we do the opposite. We...

Completed my10th winter season last week teaching skiing to all ages and all skill levels. However, at the beginning of this year's season, the ski school wasn't sure we'd even have a season this covid year. All instructors, lift...

Recently had the good fortune to ski Whiteface in Lake Placid, NY. The conditions were good and the views were even better. As I was hurtling down this steeper-than-average mountain, I was glad my edges were recently sharpened. I was...

In case you didn't see our Winter Newsletter 2021, click into this blog post and then look at the bottom for the hyper-link (Winter 2021 Newsletter) .....

"Of all the hazards, fear is the worst." Sam Snead, professional golfer who won a record 82 tour events during his career

Here's wishing you and your family a Merry Christmas, Happy Holiday and Productive New Year. Photo is our home after an unusually large snowfall this December 2020. Shortly afterwards, almost all of it was melted away!

One survey found that 79% of small business owners expect at least some of their retirement income to come from tax-advantaged retirement savings accounts.1 If you have yet to develop a retirement plan for your business, or if you're...

Fall foliage is an annual reminder of nature's amazing planning cycles. You might consider your own planning cycles for your family's current and future well being. Whether you're a do-it-yourselfer or prefer to outsource investing and...

Remembering 911 with one of the better photographs (above) and one of the better commercials (click "Related link" below for short You tube video) at the time. Proud to be associated with the Anheuser family.

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply equally to them as with any other investor, but the affluent investor needs to be...

The founding of this great country is an example of great Planning that produced more than the founders could have imagined at the time. The compounding effect of their original Plan has created one of the the largest free economies on...

My father joined the navy at age 18 in early 1945. And with his other navy crew-members, they steamed off toward Japan to engage in the south Pacific. Most military experts at the time projected extremely large casualties. However,...

A belated Happy Mothers Day to my great mother and all you mothers out there. We couldn't do it without you!

Yesterday the Blue Angels flew over New York City to honor all healthcare workers putting themselves in harms way. Excellent idea which took exceptional Planning! (Here's my photo of these same Blue Angels up close using my 400 mm lens.)

Click below to go to my hiking Blog, "Becoming a 46er", and follow my decade-long journey to hike up the 46 highest peaks in the Adirondack Park.

Thankfully, Spring can't be stopped. "Nature amazes."

These pelicans reduce drag by flying in formation. Financial planning can do the same!

And we're glad they did. "Nature amazes."

The second best time to plant a tree is today. Planning helps make that happen.

Mikaela Shiffrin. Excellence in sport and life at the young age of 25. That's planning from her whole family!