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Why Alternatives?

I’m expecting lower than average returns for the US stock and bond markets over the next five to seven years. With my concerns in mind, I have added Alternatives (“Alts”) to client investment portfolios.

Investments Insights
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Why Cyborgs Rule

The best chess players today are not grandmasters or chess-playing computers, they are human players who can most wisely use multiple chess programs ("cyborg" players). This same concept applies to the world of financial advice.

Planning Insights
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Don’t Skip Tax Planning For 2018

As the 2017 tax deadline approaches, I’ve been setting my sights on tax planning opportunities for 2018 and beyond. Everyone should be running tax projections for 2018. Waiting to see how things shake out for the year could lead to some big surprises next April.

Planning Insights