Protecting your assets
The term “asset protection” has many connotations. For most people it means shielding assets from claims of creditors. Because we live in a very litigious society, it’s probably wise to…
Has the 60/40 portfolio lost its mojo?
Ever since the start of the huge bull market in the 1980s and 1990s, the 60/40 portfolio was a great way to reduce the volatility in one’s portfolio. The bond…
Is the market going to do well?
It’s not uncommon for new clients to ask me how I think the market will perform. I guess some people expect their financial advisers to have a unique ability to…
Value investing
Benjamin Graham, who is generally viewed as Warren Buffet’s mentor, has several rules about investing. One of his main rules is to always invest with a margin of safety. In…
Should you disinherit your children if they don’t love you?
As a certified financial planner and an estate planning attorney, I am in the unique position to counsel my clients in both their financial planning and their legacy planning. Many…
Undue influence
Undue influence is a legal doctrine that is used to describe the use of one’s power that arises out of a special relationship to coerce someone to make a decision…
The Stock Market is Eyeing the Upcoming Presidential Election
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