I’m a huge movie buff. In a different life, I would have been behind a camera, capturing people’s stories on film. One of the best stories I’ve seen on film is a movie making the festival circuit this year, Blindspotting. Daveed Diggs of Hamilton fame, along with longtime friend, poet and fellow actor Rafael Casal, […]
Ten years ago I was in Rome and passed a shop on Via del Corso that sold crystal balls. If I could have figured out how to bring one home without setting off airport security, I would have picked one up for the office. Then when you ask me what I think will happen in the market, […]
Now that your 2016 tax return is behind you, you might be thinking about how tax reform changes expected under the Trump Administration might affect you. We are expecting a big announcement tomorrow, but despite some advance hype of “massive” changes, we’re likely to get only minimal details. The tax code is 4,029 pages and […]
You all know I love to plan. The power of planning comes from setting your intention, and taking action to make it happen. It’s about dreaming, but it’s more about doing. Starting a new year is a perfect time to set your intention on how you want to affect the world outside your personal sphere. […]
Like me, you may have felt that the world would look different this morning (if we even woke up at all) after the results of the presidential election. And yet, the sun rose, the day began, and here we are. What we know after the election is that our country is seriously divided. As we […]
It’s that time of year again when offices across the country experience an uptick in employees who call in sick, and a widespread reduction in productivity. No, it’s not flu season, it’s March Madness. I played basketball in junior high, shot hoop on the floor of Portland’s Rose Garden, and follow the sport a little, […]
I love making resolutions. I make them at New Year’s, at mid-year, and in the Fall when we’re headed into the end of the year. Even if you’re not the type to make resolutions, here are three I hope you’ll consider: Move – Whether you hit the gym, run in the neighborhood, walk in the […]
Most people who live someplace even moderately interesting are likely to say they hate tourists. Tourists can be slow, plodding, don’t know where they are going. They drive too slowly and walk erratically. They gawk, mouths agape, and point at things. That they do these things is exactly why I love them. This past week […]
Five Things to Do Before You Move in Together TALK! Talk about your financial expectations in the relationship. Talk about how you are going to handle money. Who will pay for what? Will you split expenses fifty-fifty? Or according to how much each earns? Have you shared complete financial information? Or do you want to keep […]
Part of what a good financial advisor does is help you respond to changes in our economic environment. Sometimes that includes managing your money when markets are behaving badly. No advisor has a crystal ball, and financial markets will go up and down. When they go down, what can you do about it? You can […]