“It’s a meltdown.” That was the subject line of a recent Evening Briefing email that I received from the investment media firm Bloomberg. The topic in the brief was the bond market. I happen to

As many of our clients retire or approach retirement, the idea of having a vacation home frequently creeps into their minds.  The notion of having a reliable escape from home or sharing the property with

Much has changed in financial markets since our last commentary in April. US stocks began the year with a step backward following the announcement of the war in Iran. Other markets around the world briefly

A couple in their late 50s was contemplating retirement in the next few years.  Up to this point, each had enjoyed successful careers, one as an executive and the other as a business owner and

The topic for this quarter’s Insights is investment activity.  As in, how does one know when to make some changes or when to stay put? Our default instincts prefer more activity to less.  Action sounds