Category Archives: Uncategorized

$2.67 million lunch with Buffet

Bidding for Buffett Chances are you’ve never paid anybody to have lunch with you, but chances are you aren’t Warren Buffett either.  Every year, the Sage from Omaha hosts an auction, with the highest bidder getting to join Buffett for … Continue reading

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Realized Capital Loss 101

Investors are always learning. One area that can be particularly challenging is gaining a better understanding of how our investments fold into the tax equation. One such scenario is when a portfolio realizes a capital loss, also called tax loss … Continue reading

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Ask advisor for “fiduciary oath”

  Who’s On Your Side? Friday, June 9 quietly marked an historic day in the financial services world.  As of that date, all financial advisors are required to forego any sales agenda and give advice that would benefit their clients … Continue reading

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Beam me up – instant diagnosis

  Starship Medicine If you’ve ever watched the Star Trek TV show, or any of the franchise’s movies, you’ve probably noticed that spaceship medicine is different from what we’re accustomed to.  Instead of a physical exam, on the Starship Enterprise, … Continue reading

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Let’s talk about happiness – workplace, cities

  Workplace Happiness—and Not So Much   What are the happiest and unhappiest jobs in the U.S. economy?   Put another way, what careers would you want to steer your children and grandchildren toward and away from if you want them … Continue reading

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Maybe these are the good ol’ days

  It’s not uncommon to hear people wish that we could return to the “good old days,” when the world seemed more prosperous.  Of course, depending on how far you go back, the “good old days” might cover a time … Continue reading

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Impact of “extreme vetting” on tourism

The height of the tourism season is fast approaching.  The economic impact on tourism resulting from “extreme vetting” is now raising some questions regarding global travel. In an effort to secure the U.S. borders, the President has attempted to ban … Continue reading

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