November 2012 Newsletter

It has been an eventful year, both here at home as well as in the wider world. With the election just concluded, Congress now faces the consequential task of addressing the expiration of the Bush tax cuts as well as automatic spending cuts. In the first article below,...
March 2012 Newsletter

March 2012 Newsletter

Recently, I was asked to begin writing for Forbes.com. I thought an interesting topic for my first article would be a focus on how a financial plan can help at different stages in one’s life. That first column is below, and as I add additional columns,...
March 2012 Newsletter

February 2012 Newsletter

Although it doesn’t feel like it, the calendar shows that it’s late February, and that means that most of us will be filing our tax returns in the next several weeks. We’ve mailed out all the documentation our clients need from us for taxes, and if clients haven’t...
March 2012 Newsletter

November 2011 Newsletter

I hope you had a Happy Thanksgiving. I had intended on sending this out prior to the holiday, but as events in Europe unfolded I thought it would be more helpful to wait until things reached a turning point and provide our views on the situation. The lead article...
March 2012 Newsletter

September 2011 Newsletter

The weather has turned pleasant here in Atlanta in the last week or so, and that has coincided with the beginning of what may be a systematic approach to European debt problems. Still, as with most political issues, the ultimate outcome is uncertain. While that...
March 2012 Newsletter

August 2011 Newsletter

The first few weeks of August have brought a return to market volatility. We’ve sent out several notes on our thinking over the last few weeks, and in the initial article below, we bring you up to speed on our latest thinking regarding the underlying causes of...
Investing and Debt Ceiling Negotiations

Investing and Debt Ceiling Negotiations

In the most recent quarterly commentary, I noted that the vote on raising the debt ceiling could begin as soon as this past weekend. Unfortunately, that didn’t happen. Instead, talks between the House of Representatives and the White House broke off on Thursday...
March 2012 Newsletter

June 2011 Newsletter

Summer is here, and as was the case last year, the market seems to be wavering a bit. One of the underlying causes for that is softer economic data of late, and in the first column below, we examine whether the slowdown is temporary or indicative of something more...
March 2012 Newsletter

May 2011 Newsletter

Without Congress wrangling over some large piece of legislation, May of 2011 seems a good deal quieter than this time last year. Financial regulation was wending its way through the legislative process, and one of the issues being addressed was whether there should be...