Maureen and I decided to take a long weekend trip to our homeland – Ireland. Specifically, we spent the long weekend in Dublin. The year before we had traveled to Dublin to visit our youngest daughter Elizabeth who was studying at Trinity University. During that trip, we visited the Guinness … [Read more...] about Jameson Irish Whiskey – a French company asset
The Uncommon Average
I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated. — David Booth, the Executive Chairman of Dimensional Fund Advisors, which he co-founded with Rex Sinquefield. The US stock market has delivered an average … [Read more...] about The Uncommon Average
Do you have your Will?
We have always recommended that our clients have at a minimum the following three estate documents: Will, a power of attorney and a medical directive. In this week’s post, we will discuss why a will is necessary. While we are not attorneys, this will help you understand the general terms and some … [Read more...] about Do you have your Will?
Tips for Saving Money on Airline Tickets, Internet Bills & Prescription Drugs
Saving money is not just about saving for retirement. Living expenses can add up and making a few adjustments in your approach can save hundreds of dollars monthly. Companies won't advertise how to pay less, so you need to be resourceful and these articles will give you some insight into lowering … [Read more...] about Tips for Saving Money on Airline Tickets, Internet Bills & Prescription Drugs
The Index Bogeyman
Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased usage of index funds may be distorting market prices. For many, this argument hinges on the premise that indexing reduces the efficacy … [Read more...] about The Index Bogeyman
When will a Hockey Goal be scored?
Sometimes you just have to be patient Maureen and I were fortunate enough to be invited to a New Jersey Devils hockey game as they took on the New York Islanders. Our good friends Jeanne and John have excellent seats at the Prudential Center, and we were excited to see this fast-paced game in … [Read more...] about When will a Hockey Goal be scored?