Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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"Fall" for these Key Deadlines!

September 21, 2018

As we head into the fourth quarter, it's time for the Fall Key Planning & Investment Deadlines postcard. Every quarter, I like to send clients, family, and friends a reminder postcard of all the key financial deadlines heading our way...

September Financial Minute-A Milestone for the Bulls

September 10, 2018

The final days of summer are on us. As usual with Catherine and me, we tried to accomplish way more than we should have! We finished our final excursion on August 14th, just in time to get back to Fork Union so she could start...

August Financial Minute: 5 Principles That Will Sharpen Your Skills as an Investor

August 10, 2018

Hope that your summer has gone well. As you know, Catherine and I have been doing a bit of traveling this summer. In fact, I am writing this letter while I am sitting in the dining room of my mother-in-law's house in Buffalo. We have...

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