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
As you probably know, I like to write to communicate my thoughts. However, recently I have been suffering from writer’s block. I think it’s because I am in observation mode about the economy, government policy and business; trying to put the pieces of the puzzle together. Everywhere I go I ask business owners, “How’s business?” The...Read More
I’m always interested in learning what’s on people’s minds, and especially those of our clients. An advisor’s craft is all about bringing some clarity to an often confusing and uncertain world. When I speak with or meet people, I’m always asking questions about what’s on their minds, how is their business doing or, perhaps more to...Read More
The older I get the more I look for ways to simplify life. I’m intrigued by tools that make life easier and that motivate me to spend the time I have left more efficiently. I recently bought an Apple iPhone and I’m amazed at how simple it is to use and the number of applications...Read More
“Reduce the complexity of life by eliminating the needless wants of life, and the labors of life reduce themselves” – Edwin Way Teale Roe and I recently watched the HBO series “John Adams.” We both previously listened to the audio version of David McCullough’s biography, upon which this series was based. One of many things we...Read More
A few weeks ago I was attending a Weight Watchers® meeting in my never-ending battle to lose weight. The subject was, Where We Eat our Meals and the Environment in which We Eat Them. The answer was simple for me. I eat at home in the kitchen or dining room. I eat lunch in the...Read More
There’s an old saying on Wall Street that markets can live with good news and they can live with bad news, but they can’t live with uncertainty. There’s an awful lot of uncertainty on Wall Street these days and that’s why there’s so much volatility in the markets. That uncertainty is derived from a number...Read More