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…
Medicaid Planning
Florida residents are eligible for free health care and nursing home services if they possess only limited resources. For Florida residents, non-exempt assets must be below $2,000 to qualify. Exempt…
Financial Swiss Army knife
Throughout the financial planning process we must address numerous concerns. Is there ample liquidity? Is there a growth strategy? How can we mitigate risk? How can we create sufficient lifetime…
The Stock Market is Eyeing the Upcoming Presidential Election
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