Just as all legislation produces unintended consequences, so do the things we purchase. It is a universal truth you can bank on. For example, take my new purchase of some Turkish rugs for my office. They are hand woven and died with natural colors. My favorite is the...
Watch this video on YouTube I received several responses to the recent column about Mary, an elderly long-time client who was gradually deteriorating mentally and who fired me as her financial planner, co-executor, and her general and health care power of attorney....
My daughter, London, has recently completed her second book, Blue Moon. Blue Moon is a prequel to her first book, The White Filly, in similar fashion to the earlier Star Wars movies. In the book, readers will discover what Sonya’s and Blue Moon’s...
Watch this video on YouTube Financial planning, as is obvious from the name of the profession, is directed toward the future. One important aspect of a financial planner’s work is “retirement planning”—helping clients invest and manage their funds to make sure they...
Davin made his national print debut in the April issue of the Investment Advisor magazine. If the decision was left up to him, I am sure he would have preferred Popular Electronics! Columnist Olivia Mellan did a piece on fathers and sons titled, “Child Is Father...
