Ryan Lochte – Not Robbed at Gunpoint in Rio I will admit to using Ryan Lochte’s name as somewhat of an attention grabber. I will also admit to following his “story” at the Olympics in Rio quite closely. He is certainly the villain du jour for the moment and it seems deservedly so. If you aren’t […]

I had the brilliant idea to take my two oldest kids (6 and 4) to the Nationals game this past Sunday. I use the term ‘brilliant’ sarcastically as things didn’t go all that well. More time was spent in front of the cooling mist fan behind right field than in our actual seats. And, no […]

I think I can speak for all of us when I say that I’m tired of hearing about Brexit; and reading and writing about it! But, as a founder of an investment firm and an avid golf fan, I couldn’t help but notice the effect that Brexit had on The Champion Golfer of the Year, […]

As Nathan wrote about a couple of months ago, in April 2016, the Department of Labor (DOL) passed regulations in requiring all financial advisors to act as fiduciaries in dealing with client retirement plans.  This rule was aimed squarely at the brokerage industry which had been operating under the “suitability”

Apparently, for me and my wife, this week is the unexpected car-repairs week. As I write part of this blog, I am sitting in a service area waiting for my car, while my wife’s car is also in the shop. I guess it is sometimes true that when it rains, it pours. I think the […]

Our family vacations for a week at Bethany Beach every year. It’s a tradition that my wife enjoyed during her childhood and one we are continuing for our own children. As I write this, we are experiencing our one (and inevitable) rainy day and discussing what we are going to do with ourselves. It usually […]

During a recent discussion with a client (and friend), we were reviewing some suggested portfolio changes. After going over the recommended changes and asking some questions, he agreed with our thought process* and used what I thought was a perfect phrase to sum things up: “So, this is kind of like weeding and

Last Friday, I went to Yahoo Finance to check how the markets had done for the day and the main headline caught my eye—it read “JP Morgan: Recession risk has never been higher”.  This seemed odd to me since I had just returned from a JP Morgan analyst conference last week, and they said nothing […]

For longer than I am willing to admit, I did not know the exact difference between Memorial Day and Veteran’s Day. Maybe I am stating the obvious to most of you, but Memorial Day is designated to remember the 1.2 million + people that have died fighting for our country. That’s a pretty astonishing number,