Broker Check


Welcome to our Blog. Since there's so much industry material on our website, this Blog will mostly be David's photographs and short commentary. We’re glad to have you reading along.

Thursday, May 2, 2024

Our schools (both public and private) have dropped the ball on teaching basic financial concepts to all of us. So here you go! Please share this as widely as you'd like. It can help all ages at all life stages. Onward!

Tuesday, March 12, 2024

This group photo is Ski Sundown's Saturday instructors. The ski school has about 150 great instructors total, all of us helping our students advance their skiing skills. This was my 12th year teaching all ages and all skill levels....

Tuesday, February 6, 2024

Here's an interesting chart form the Bureau of Labor Statistics showing how prices in various categories have changed since the turn of the century (2000 to 2023). The overall inflation rate has been 82.4% or 3.6% per year annual...

Wednesday, November 1, 2023

As a professional photographer, I've been following AI and its ability to produce "AI generated image elements" which, in Photoshop, can be composited with photographers' "camera generated image elements". Recently a couple AI engines...

Wednesday, October 25, 2023

We were happy to support the recent event of the American College of Physicians here in Connecticut. Many new and old doctors sharing their science and ideas at this all-day conference. One highlight was the "Doctor's Jeopardy" game in...

Show All

Tuesday, October 3, 2023

Happy to report I recently wrote an article for the DocWorking community of over 10k working doctors. You can read it here:

Tuesday, August 22, 2023

This red tail hawk flew onto this perch with a flurry of feathers yesterday at lunchtime. It's just outside my office windows. Holy smokes! I usually only see mourning doves and English sparrows here. Grabbed this photo with my Samsung...

Monday, August 21, 2023

Kahn Academy, a non-profit, has been helping students and teachers with their lessons for many years now. They've just added a heavily curated and controlled AI capability to their toolbox. So you might find this helpful with your...

Monday, August 7, 2023

Happy to report I recently wrote an article for the DocWorking community of over 10k working doctors. You can read it here:  

Monday, July 17, 2023

Recent photo of one of my grandsons giving me the once-over. Not sure he knows what to make of me! "Who is this guy with all those wrinkles?" Happy to report we're up to three grandsons now. No granddaughters yet. (Click to enlarge photo.)

Wednesday, June 28, 2023

Happy to report my solo photography show entitled "Wildlife Through the Lens" will be showing at the Gallery on the Green's Spotlight Gallery on the second floor in Canton, CT from July 7 to August 5. The first floor gallery will also...

Tuesday, May 30, 2023

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,...

Wednesday, May 10, 2023

My upcoming photo show at the Gallery on the Green needed a description to help market it to the public. So I turned to AI to see what ChatGPT could do. And the result was astonishing! My request to ChatGPT: Please write a...

Thursday, April 20, 2023

As a part-time professional nature photographer ( I'm naturally curious about how AI will impact photography. So I tried making an AI image recently. I asked AI to produce an image of a hummingbird working flowers. And...

Thursday, March 23, 2023

The new artificial intelligence tool, ChatGPT, is newly released and free to use. (Google "chatgpt" to find it.) I recently asked it the best way to invest $1 million. Here's ChatGPT's answer (not bad!).

Friday, February 24, 2023

Had a great time skiing Snowbird, Utah with my son, son-in-law and their buddies recently. This season was one of the best for snowfall in the past five years. They'll easily surpass their usual 500 inches this year. My son and I have skied

Wednesday, December 7, 2022

I'm happy to report after many months of study I've passed my Certified Private Wealth Advisor® exam and am now a CPWA® professional. The Certified Private Wealth Advisor® (CPWA®) certification...

Tuesday, November 22, 2022

Happy Thanksgiving. Hope you enjoy your time with family. My daughter makes an excellent apple pie. This was last year's. I can almost smell this year's already!

Friday, November 18, 2022

Happy to report we were one of the sponsors of a recent gathering of The Connecticut Society of Plastic Surgeons, Inc. The keynote speaker was Dr. Bohdan Pomahac, Division Chief of Plastic Surgery, Yale School of Medicine. He's one of...

Monday, October 24, 2022

We're reaching peak in northern Connecticut. Caught this maple in "mid-change". The colors are always amazing in the northeast this time of year. Don't forget to get out and enjoy nature's show. (Click to enlarge the image.)

Tuesday, August 16, 2022

Thought I'd post my Elephant image this month, imagining how hot this big bruiser must be currently. Hope you're all enjoying your summer months and staying cool! (Click photo to enlarge.)

Thursday, July 7, 2022

Celebrating our great country's 246th birthday this year on the golf course. Enjoyed seeing the US flag on every hole!

Monday, May 9, 2022

My mother continues to be a great mother, pictured here with my grandson. Thanks to all you mothers, grandmothers and great-grandmothers for all you do for all of us. (Click photo to enlarge.)

Thursday, February 24, 2022

Enjoyed a great week of skiing and sunshine at Telluride, CO this year with a great group of friends. Get out if you can. The season is short. Think snow! (Click photo to see the group.)

Friday, February 4, 2022

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.

Friday, February 4, 2022

Passed this classic Vermont barn on my way to skiing Okemo. Ski season is short. Get out if you can and enjoy the cold outdoors.

Friday, December 10, 2021

Holiday greetings from our family to yours.

Wednesday, November 10, 2021

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.

Friday, September 17, 2021

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...

Wednesday, July 7, 2021

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...

Thursday, June 24, 2021

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).

Tuesday, May 4, 2021

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!)

Wednesday, April 28, 2021

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

Wednesday, April 14, 2021

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:...

Friday, April 9, 2021

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...

Monday, April 5, 2021

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...

Monday, February 22, 2021

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...

Sunday, January 10, 2021

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) .....

Friday, January 8, 2021

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

Monday, December 28, 2020

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!

Thursday, November 5, 2020

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...

Thursday, October 22, 2020

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...

Friday, September 11, 2020

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.

Friday, July 17, 2020

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...

Thursday, July 2, 2020

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...

Sunday, May 24, 2020

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,...

Wednesday, May 20, 2020

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

Wednesday, April 29, 2020

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.)

Monday, April 20, 2020

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.

Friday, April 17, 2020

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

Friday, April 10, 2020

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

Wednesday, April 8, 2020

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

Sunday, April 5, 2020

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

Thursday, April 2, 2020

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