October 31, 2012 To our valued Clients and Friends: We are happy to report that our office is open and fully functioning today (Wednesday, October 31, 2012) after being closed on Monday and Tuesday, due to outages caused by Hurricane Sandy. Everyone is safe and we experienced minimal damage. If you are living in an...Read More
10/20/2012 To Our Valued Clients and Friends: We continue to receive great feedback from our “Getting to Know Someone” article. Today we introduce my good friend and colleague, Richard Sincere. He is our first responder to our lifestyle interview questionnaire. Richard is President and CEO of Sincere and Co., LLC, a mutual fund marketing firm...Read More
Getting To Know Someone: Part 2 I want to thank everyone who took the time to respond to Part 1 of “Getting to Know Someone,” which we published last week. Many of you said that you thoroughly enjoyed reading the column. Several people said that this is a very big idea and some even volunteered...Read More
Getting To Know Someone: Part 1 I have been fascinated by the fact that we all grow up inside our own family models. By models I mean experiences and familiarity, what seems normal to our family and friends. Unless someone tells us about an experience they had that was not part of our families model,...Read More
“You will never be a leader unless you first learn to follow and be led” Tiorio Recent market volatility is being attributed to many things. Some true and others are pure speculation. The problem is not the problem, the problem is that our politicians don’t know how to think about the problem. So here is...Read More
Our elected leaders in Washington, D.C. are playing a dangerous game of chicken. They are making everyone nervous about the deadline (August 2, 2011) for extending the debt ceiling. While every expert on the subject, including Congress, knows that the only solution is to raise the debt ceiling, they are using this to score points...Read More
You might be surprised to learn that one of the top 50 women in the field of wealth management is none other than my wife Rosanne Rogé. I am not surprised, but very proud that she has been chosen to be on Advisor One’s list of the top 50 Women in Wealth for 2011. Advisor...Read More
I’ve been giving a lot of thought lately about the issues facing our country, particularly the financial dimension of government. Following the release of the Republican budget proposal authored by Rep. Paul Ryan, President Obama’s subsequent response and the recent downgrading by Standard & Poor’s of our country’s economic prospects, I thought I would share...Read More
Recently we have had conversations with a few clients about making changes to their portfolios due to the current events in Japan and the Middle East. Our advice is not to make changes based on current events. One should only revise their portfolio if their goals or personal circumstances change. A good friend of mine...Read More
