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It seems like every end-of-summer brings a similar refrain, just with different details. These past few weeks, we have been “blessed” with: Iran and nuclear weapons. Greece, the [...]

There was some eye­-opening news recently about student debt. From the WSJ article: http://on.wsj.com/1fEi4eG … … As of July, 6.9 million Americans with student loans hadn’t [...]

We’re almost done with August (!), and the school season is already starting in many areas where we serve our clients. This summer has absolutely FLOWN by — and those of us who pay [...]

There is a bit of a flood of recent tax-related news that I’d normally dispense with in the opening remarks of my Note here … but it’s weighty enough (and possibly could affect [...]

I hope you are doing well. I have some thoughts for you today that may be a little bit of a mental (or emotional) stretch. You see, when I write about financial principles in these Notes that I [...]