Blog

Risk: The Final Frontier

We tend to pay an awful lot of attention to investment returns. Mostly, I suppose, because they are in our faces all the time. Turn on the television, listen to the radio, pick-up the newspaper; even our smart phones have applications to keep us continuously

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A Toast to Market Volatility

As a tumultuous year in global financial markets winds toward a close, it is interesting to reflect upon the opportunities produced by the disparate performance among asset classes and the volatility wrought by fear and uncertainty. It is always pleasing to watch asset prices rise

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Estate Tax Return 706 Deadline

Did you or someone you know lose a spouse in the last few years? If your spouse died between December 31, 2010 and January 1, 2014 and you did not file an Estate Tax Return 706 because there was no tax due, you may be

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Bear in the Woods

Well, there is no doubt about it: summer’s over. The mornings are cool and foggy, daylight hours are becoming more precious, and the harvest season is upon us – upon us, and upon the bears in the woods as well. The other day I pushed

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Summer Squash Casserole

I used to bake a certain kind of cookie called a Russian Tea Cake for the Christmas holiday season.  It was a light and flaky mix of flour, butter, and chopped pecans that you formed into one-inch balls and, once baked, rolled in confectionary sugar. 

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Retired Cash

Is your money at work, or is it happily enjoying retirement?  Has the rate of return on your savings account and what the banks are offering on CDs got you down?  With interest rates so low on most short-term investments, money in the bank has

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