facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck

Quarterly Newsletter

%POST_TITLE% Thumbnail

4th Quarter 2019 Newsletter

For several years, Josh and I have traveled to Missoula, Montana for a few days of trout fishing. It’s been our “thing.” Not only are we able to spend a few days fishing in some of the country’s most spectacular scenery and fish the country’s most prolific trout streams, we have some father and son time.

%POST_TITLE% Thumbnail

3rd Quarter 2019 Newsletter

A few years ago, Lisa and I, along with my sister Karen, and brother-in-law Kevin, travelled to Italy. I had never visited the land of my ancestors, although I had heard many, many times of its historic architecture, its stunning beauty and the warmth of its people. In my mind’s eye, I knew exactly what to expect and what I would see.

%POST_TITLE% Thumbnail

2nd Quarter 2019 Newsletter

Last month I was on a United Airlines flight travelling from San Diego to Chicago. A colleague, Jim and I had spent the previous two days in beautiful Southern California meeting with common clients regarding their financial and tax affairs.

%POST_TITLE% Thumbnail

1st Quarter 2019 Newsletter

Late last fall I flew myself up to our log home in Michigan for a few days of fishing, reading and relaxing. Alone in the North Woods, I spent the days fishing for Steelhead trout in the famous (at least in fly fishing circles) Pere Marquette River. The PM, as it is affectionately known by locals, was named for the French priest/explorer whose remains are said to rest at the confluence of the river and Lake Michigan.