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Planning & Economy


Are Annuities Good for Me?? The answer is annuities are good for very specific needs and can be great for those who need them and not great for those who don’t.  In this newsletter I want to explain what types of annuities there are and the typical needs that are common among these annuity owners. … Read More

Bad to Worse

  It seems that way at the moment, doesn’t it? There’s a war in Europe. Each headline appears worse than the one before, and as this trend intensifies, bad on bad, fear on fear, the adaptive forces of humanity take charge – let’s make lemonade. Elon is buying Twitter. Ha…. Mr. Buffett’s Berkshire Hathaway Inc. bought insurer Alleghany Corp.… Read More

Morning Brief

Headline News: Wall Street is set to open sharply lower after Goldman Sachs (GS) missed expectations for Q4 earnings and was trading down 4% in pre-market trading. Also, Treasury yields marched higher as the 2-year yield moved above 1% for the first time since February 2020, and the 10-year note moved to 1.83%, its highest… Read More


Recently I spoke with a fine lady ill with the bug-of-our time. The conversation, texting, concluded with a comment about living in strange times. If only stock prices weren’t so high…. If only we could go back to normal…. If only I had…. If only…. Often, things are not as we wish them to be.… Read More

Big December 2020

Everything about this year seems BIG. A pandemic. Big swings in equity markets: Down 35% from intraday high (February 19th  to the low, March 23rd ), up 70% from that low to yesterday’s (December 17th) high, HUZZAH…. Big intellects, Big money, Big pharma and Big government intersect to  provide us not one, but two vaccines… Read More


Thanksgiving just passed, “And we might remind ourselves also, that if those men setting out from Delftshaven had been daunted by the troubles they saw around them, then we could not this autumn be thankful for a fair land.” *, I hope you rejoiced as we did with giving thanks for the blessings of living… Read More

Perfect is the Enemy of Good

Flying is a new experience for me. I like new challenges; aviation offers plenty. But it is the learning and the discoveries that are fun. As in all new endeavors, a guide is required. My Certified Flying Instructor has been flying for over 44 years. Yes, he has the patience of Job. A line from… Read More

Elections and Stocks: Wishes & Myths

Well, somebody did it…. We cannot get away from it. The political noise has started, and it is intensifying. Our friends and advocates are asking: What does it mean for my portfolio? “The world, oops, the Bull-Market, as we know it, is going to come to an end if ******* gets elected.” So goes the… Read More

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