A Tribute To A Friend

On May 9, 2017, “Captain Gene” of Key West, FL passed away. This is atribute to 35 years of friendship. We met Memorial Day weekend, 1982 in beach house in Delaware. I was invited into the house by some college buddies who were living in the DC area; you...

Dear Elizabeth Warren

Dear Elizabeth Warren One of the changes the new President has implemented is the repeal or delay of the Department of Labor’s Fiduciary Standard for advisors working with retirement accounts. This is a regulation you have been very vocal on, continually espousing...

Knowledge Is Good

The words above are attributed to Emil Faber, the fictional founder of the fictional institute of higher learning, Faber College, in the 1970’s movie classic, Animal House. While there may be other lines of the movie that come to mind (“Was it over when the Germans...

2016 Year End Tax Planning Basics

As we enter the fourth quarter and with year-end rapidly approaching, we would like to present you with some year-end tax planning recommendations. The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax...