Specializing in financial and tax planning, risk and portfolio management.
Market Minutes for the week of March 13th: “I’ve learned…That to ignore the facts does not change the facts.” — Andy Rooney Jim Cramer, commenting on the “slow growth economy” he keeps hearing about: “I tire of these boilerplate anti-empirical judgments. If …
[Read more...] about Market Minutes for the week of March 13th
My Child Owns A Condo – Did I Do The Right Planning? Rob Wrubel CFP®, AIF® A safe and permanent home is right at the top of the list of wishes most parents have for their family member with special needs. We give that to our family members when they live …
[Read more...] about Blueprints For Special Needs Families – April 14, 2015
“Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” --- Sir Winston Churchill Dear Clients and Friends, Last week my colleague Jan Weiland and I were having a conversation about the disappointing …
Everybody has a plan until they get punched in the face” -- Mike Tyson Dear Clients and Friends, February was a good month for stocks, surprisingly so given the fact that January had started so poorly. It seems that nervous investors began to calm down as …
“I am always ready to learn, although I do not always like being taught” – Winston Churchill Dear Clients and Friends, Reflecting back upon 2014, I found it to be a frustrating year for someone such as myself who believes in the benefits of a diversified …
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