End of Summer Commentary

Hard to believe summer is practically over! I have started/stopped writing this latest edition of my market commentary many times, so I hope the wait and more lengthy than usual content are both worthwhile. I will attempt to speak philosophically at the beginning, but...

Ukraine and AI

Hello all!     Ukraine: After listening to a few Generals and geo-political experts, while war is inherently unpredictable, the consensus seems to be of a medium term quagmire with limited risk of escalation. However, the disruptions to world food supply (not even...

 Unofficial ‘Newsletter’

This is a longer email, but mostly as I get distracted when I write before finishing! In this unofficial ‘newsletter’, I cover: last minute tax items, comments on markets/geopolitics/ and invitation to tennis.       Last minute tax callout: If you have any IRA, 529,...

World Conflict

I don’t want to downplay the historical enormity of Putin’s invasion of Ukraine. Many books will be written about the change in world order, which of course is unknowable at the moment. I have been (will continue) to send information as this unfolds. Hopefully not...

To Business Owners

Hello All! Hope everyone is doing ok, especially with the events over the past week contributing to the uncertainty of 2020. If you have questions, of course don’t hesitate to reach out to our office. In our continuing efforts to keep you informed, following are some...

Covid-19 Checklist

Greetings!   We hope that you are staying well. We have put together a list of resources and checklists you may find useful at this time. COVID-19 Resources/Checklists Individual: Grocery Delivery Services: Publix Grocery Delivery https://delivery.publix.com/ Harris...