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Dear Friends, I hope your week has been a good one, albeit a colder one than anyone of us would have hoped for. Last night I had a good chat with a longtime Accountant friend and neighbor. We both agreed that this has been one of the busiest tax seasons...

Dear Friends, I hope you have had a great week. Volatility was relatively subdued over the past week, helping global equity markets edge higher. The Covid situation remains a near-term headwind but not enough to dissuade investors from the view that a...

Dear Friends, I hope you are well and having a great week. I would like to thank one of my loyal clients who put me on to my latest TV adventure. On more than one occasion he mentioned this series to me emphasizing how much I would enjoy it. I should...