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A quick review of what we posted in the Our Current Reads column.

Or, more appropriately, the human factor.
I sympathize with Joe Biden’s “victims”. Not because of how they perceive his well-meaning approach to human connecting as invasive or because of the media circus they have generated.

A quick view of what we posted in the Our Current Reads column.

A quick view of what we posted in the Our Current Reads column.

I earned my undergraduate degree at Indiana University, located in Bloomington, Indiana. College is a time for personal growth, learning, and eating lots of inexpensive foods like pizza.

Because, at the end of the day, it’s not just the size of returns and profits that matter but also who owns them.

The pricing of some financial strategies continues to remain obscure and extremely difficult to ascertain, despite regulators’ substantial efforts to improve transparency.

I earned my undergraduate degree at Indiana University, located in Bloomington, Indiana. College is a time for personal growth, learning, and eating lots of inexpensive foods like pizza.

Today I climbed in possibly the most beautiful gym I have ever been in.
It was frightfully cold. The kind of cold that immediately reminds you of a fall morning at Lincoln Woods. Every intake of breath met with the sharp pain from the air. I thought I would hate it in there.

If you think your question regarding a particular stock is treated with analytical rigor, think otherwise.

These are, or should be, merry times, with kindness and joyful thoughts taking precedence over normal daily venting. Yet, not of my own volition, I keep finding myself in circumstances which elicit the vilest emotions.

Throughout the year, as part of a thoughtful approach to wealth management, I try to minimize the potential taxes clients owe from gains in their portfolio. Often, in December clients will start asking about the January effect and whether they can take advantage of it.