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More Frequent Reporting or Less?

We recently went through a major software transition that allows us to present investment performance reporting to our clients on a daily basis, as opposed to quarterly as we had done in the past. The reason for the upgrade wasn’t so that clients could check their portfolio every day, in fact this is a behavior that we try hard to discourage among our clients. However, we found that quarterly performance reports put too much focus on a specific time period with a set ending date every 3 months.

Retirement With A Purpose

How you are going to spend your time in retirement is just as important a question as how you are going to pay for it. What will the role of “work” be going forward? Work should be defined as engagement that brings value to others and meaning to you. It is important to have enough purpose in your life to wake up in the morning and enough money to sleep at night.

Be More Secure With Virtru

In case you weren’t already aware of how unsecure email can be, hopefully the well publicized and controversial hacks surrounding the 2016 election opened your eyes. We have been preaching to clients for years not to share confidential or identifying information in e-mails and have encouraged you to use our secure portal instead.

Finding Perspective in East Africa

I just had the opportunity to spend two weeks in Tanzania and Zanzibar. As some of you may know, Ellen and I typically take a vacation with each of our kids and their families each summer. Our family is all very close and everyone is local, but this gives us a chance to spend dedicated time with each of them. We planned the Africa trip with our youngest daughter, Jessie, who also tacked on a 10 day fitness/safari retreat she was leading in Uganda after our trip. Here are some of the lessons I learned (or reinforced) in east Africa.

Summer 2018 Tax News

Summertime usually offers a reprieve from taxes for most of the country. We are a few months removed from the April tax filing deadline and a few months away from the October extended filing deadline. We aren’t worried about year-end tax planning like we will be in December and we aren’t assessing the impact of new tax laws like we seem to be every January. In short, we don’t usually anticipate major tax news to hit in the summer. Unfortunately, the never ending news stream appears to have affected the tax world just as it has every other aspect of our lives. There have been several developments in taxes this summer that we think you should be aware of, which we’ll outline below.

Talking Tariffs: 2nd Quarter 2018 Market Commentary

Amid a never ending sea of news topics, there is one that has come to define the 2018 news cycle, at least from an investment standpoint. In January most people people thought the primary theme of the year would be taxes after the major tax reform bill was passed at the end of last year. However, it didn't take long for a new topic to become the primary focus: tariffs.