GE just left the Dow. So what?

The market was down yesterday, almost 300 points! Headlines and water cooler conversations are replete with references to what ‘the market’ did or where ‘the market’ is.  The White House touts the substantial implications of (and takes credit for) ‘the market’ passing 25,000.  The (non-financial) media reports on market movements but only when they’re substantial […]

Wicked Simple Estate Planning

Out of the main financial planning areas recognized by the CFP board, which include Cash Planning, Risk Management, Investment Planning, Tax Planning, Retirement Planning and Estate Planning, it’s Estate Planning that seems to be the most daunting.  I’ve sat with estate planning attorneys who don’t have their own will, and talked with financial advisors who […]