Almost Perfect Record Remains Intact
May 17, 2021 Good morning, We talked about the second year of a bull market – more corrections, deeper corrections, increased volatility (up and down) and much more emotionality. Last week we got all of that. To say nothing of my undamaged market decline vs personal travel record. Is the latest sell-off the start of […]
Having ‘The Talk’ with an Aging Parent Doesn’t Have to be Grim
By Mallon FitzPatrick May 17, 2021 Recently, we discussed the psychological hurdles associated with “letting go,” or making the decision to begin transitioning wealth to the next generation as the final years of life draw near. The transition, as we pointed out, is necessary for anyone who wants to mitigate a potentially large tax liability […]