Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. From time to time, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along as we help in Charting Your Course to Financial Security.
Starting to Heat Up
We started Softball season. This year I became the Assistant Manager for my team. This was a job I did not want, but they caught me at a weak moment. That said, I have learned a lot already. For instance, this year about 78 guys tried...
Read MoreSpring Change Up
It is official! Winter is over and today it almost reached 80 degrees. You know what that means. A new softball season is upon us!! Yep, the trash talking has started as well as the guys vying to get drafted early on a good team. This...
Read MoreHey...We Do a Podcast Now
So, we did our first podcast. I know what you’re thinking: “Oh, come on! It’s bad enough that he does a blog. But now a podcast?? What could I have done to deserve this?” I just want you all to know that...
Read MoreNew Year, New Things
Happy belated New Year everyone!! This year has started out very busy for us. People are starting to see some gains in their accounts as the market is slowly turning around. Those of you that added to your accounts while they were down...
Read MoreThe Christmas Money Pit
It’s the Wednesday before Christmas and I’m sitting at my desk thinking about 2022. For me it has been a year of change. As you all are painfully aware of I changed my Broker Dealer to Grove Point. Even though they did a...
Read MoreShow All
All in All, Not Bad
I’m back from my conference in Washington DC and I have to say that I must be getting more cynical in my old age. First, as a whole, the conference was pretty good. The keynote speakers really had something to say and it was not...
Read MoreConference Calling
Okay, surprise, yet another Blog. Ursula felt that another blog was needed for November. She is probably right as usual.I am getting ready for my first conference in many years with my new Broker Dealer. I usually avoid them like the...
Read MoreFall: A Time of Change
Today is November 2nd and we are well into the Fall. As some of you already know, I have sold my town house in Fairhaven and purchased a home in Mattapoisett. I know what your thinking, why would he do something like...
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Summer Closer
Well, the Summer has come to an end and so has my softball season. My team did really well as we won the league championship. I had my best year playing so far. I actually got through the season without pulling anything. It’s...
Read MoreUniversal Language
This morning I went to the diner with the intent of catching up with the local news and some cranberry, walnut pancakes. As I sat down with the “House Paper”, there was this older guy sitting a table over from me and you...
Read MoreMarching Ahead
It has been a while since my last blog. I would love to put blame on the struggling economy or Covid or maybe even the Russian invasion. But, if I am being honest, I just got myself sidetracked with other things. But a lot has happened...
Read MoreWhat I Did On My Summer Vacation
The subtitle to this blog should be “What I did on my summer vacation”. Have you ever been someplace where you felt insignificant? I have twice, the first time was in the Coast Guard, out at sea on board a research vessel...
Read MoreSummer Wrap-Up
Summer Wrap-Up I hope that everyone had a great Summer. I know some of you went camping, others did some overnight sailing trips and a few of you went out west to see some of the national parks. My summer was busy as well. It was a new...
Read MoreThrough It All
May Blog It has been a while since I added to my Blog collection. (Sorry about that) I hope that you all have been well and have received your vaccines. Covid has changed a lot of things in our lives over this past year for everyone....
Read MoreWinter Wondering
Happy February Everyone! Well, here we are. It is cold snowy, and our heating bills are going up like the stock market. But we do have some good things happening. The vaccination is starting to get distributed and it is just a matter...
Read MoreJanuary Roots
January Blog Happy New Year everyone!!! I am glad that 2020 is over and what a soap opera it was. I have many other adjectives to describe it, but a kid might read this. About a week ago I was getting ready to come into the office and...
Read MoreHappy Holidays!
December Blog What a tough year this has been for us all. I for one am glad it is coming to a close. The other day I was in a store waiting to check out and in front of me was a mother with her two boys. They were talking about Santa...
Read MoreHope Springs Eternal
November Blog Well, we entered a new chapter of the “Soap Opera” of American politics. I could get into an exceptionally long litany about the election, the debate or even both the candidates. But I make it a rule not to...
Read MoreRiding Up North
October Blog October is such a great month. To me it marks the true beginning of Fall. You have the leaves changing, the nights getting colder and of course football. When I was a kid, my parents had this station wagon. (no SUVs in...
Read MoreSunny Side Up
September Blog How does that song go? “Beat the drum and hold the phone, the sun came out today”. The great lyrics from John Foggerty. The song is totally about baseball and how it is synonymous with Summer. There is a...
Read MoreDog Days of Summer
August Blog We are officially in the dog days of Summer. If you have been following the market, you saw significant recovery growth. Those of you that invested when the market went way down are now seeing tremendous returns in your...
Read MoreBeing Upfront
Well, here we are in the middle of July. The virus seems to be making a comeback in a lot of states. I would not be surprised if we all get closed again for a few months. If this happens, I will still be accessible. There will be a few...
Read MoreHome Alone
Well here I am staying at home in my lonely writer’s garret reflecting on what’s going on in the world as I’m sure most of you are doing. I’m asking myself questions like, how did we get here? How will this...
Read MoreThat Time of Year Thou Mayst in Me Behold
Well, it’s that time of year yet again. Yes, you guessed it, Fall. To me it marks the biggest changes of all the season. You have the trees changing color, the wind coming out of the north a lot more which makes the days colder....
Read MoreSummer's Over
Blog So now Summer is officially over. Not just because of the date, but because “Sabine”, my boat, is coming out of the water for Winter storage. Sabine isn’t the prettiest boat in the marina. She certainly...
Read MoreCelebrity Stealing
Celebrity Stealing I just read an article about a Financial Advisor that received 20 years for bilking her clients out of 20 million dollars. She was considered a celebrity as she appeared as a guest on CNBC as well as had her own talk...
Read MoreSteve's Retirement Blog
Last week I was sitting with a client that had just received a “Golden Parachute” from his company. I have known him for several years. To me he is more than a client, he is my friend. Over the years we sat and discussed...
Read MoreLessons Learned
Lessons Learned When I was in High School, I was a forestry major at Norfolk Agricultural school. I used to spend my summers doing tree work. Some of the money that I made I would put aside for college and the rest would go to do the...
Read MoreCommercials
Commercials Over the last few years there have been many commercials about retirement planning. You know the ones that I mean. There is the green road that you follow. At the end of the road you live happily ever after. (Kind of like...
Read MoreValued Client
Valued Client A few nights ago, I was watching this show on T.V. when a commercial came on. The commercial started with this guy trying to reach customer service so that he could get an answer a question regarding his bill. He is put...
Read MoreLife's Lessons
Life’s Lessons One of my favorite things to do is to eat breakfast at the local diners. In my area there are several to pick from. I visit five on a regular basis. It really depends on my mood that morning and what I want to eat....
Read MoreSecond Thoughts
Today is the day after Presidents Day. Most people had the Monday off and got to enjoy the three-day weekend. For me, if I don’t have anything planned, I feel guilty. My original plan was to go skiing with my sister in New...
Read MoreFirst Edition
As I sit here thinking of what to write for my “Blog”, because of a promise made to Ursula, my mind keeps going back to the Superbowl. A lot of people think the game was boring. But, to a football aficionado, the game was...
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