I dutifully read through every baby list on the internet to make sure I was prepared to take an infant home from the hospital. Her crib was lovingly picked out, dogs had been trained, and I thought that I was prepared. You know what I didn’t prepare for? The PILES of paperwork that accompany a new...
We’re getting a lot of questions these days from clients about what the election means for their portfolios and the markets. It generally seems to come from a place of fear – if my preferred candidates lose, I fear the economy won’t do well. But the short answer is that while elections are very...
Family traditions are wonderful and fun, but it is not always possible to maintain the rituals. For us the challenges include coordinating schedules with Pete in college, Molly living in New York city, professional schedules, etc.
Pete and I started a tradition about 15 years ago of going away for a...
This surprises many people since my job involves a heavy dose of numbers, but I’ve always loved reading and was actually an English major in college. I didn’t read nearly as much after college, though I did have a brief renaissance around 2019/2020. Then Covid hit, we had a baby, and – you can...
Falling Leaves, Falling Rates
As Fall officially settles in here in New England, leaves are not the only thing dropping suddenly. The Federal Reserve (Fed) just wrapped up their latest meeting and announced they were cutting interest rates by 0.5%. While a cut was widely expected, there had been...
I’ve been working with Tom and Rick for over 3 years, so I think it’s now safe to tell the somewhat comical story of my interview process. As a career changer, I was extremely specific on what I was looking for. Tom and Rick had originally posted an opening in February 2021 and after loads of...
When our kids were between ages 5-15 Cape Cod was our most common vacation destination. Many of my wife Martha’s siblings and their kids would join us as well; and as my sister-in-law Jane would say, “make lifetime memories”. As our kids, and the nieces and nephews started working summer jobs it...
We recently returned from our annual week in Truro. Since I’m with Briana every day, it’s sometimes easy to overlook the big developmental changes that take place. But some of those came into sharp relief, seeing her in the same setting a full 12 months apart.
The biggest difference was the beach...
My mom, husband, daughter, and I took the very long flight to Japan in March and spent a little more than two weeks traveling around the country. We visited Tokyo, Kyoto, Hiroshima, Osaka, and Hakone (to see Mt. Fuji). While the memories are too many to count, some highlights from the trip (in the...
This is a common yell from those at a Bruce Springsteen concert who may or may not have had an adult beverage or two prior to the show. I like concerts, theater, classical music and visiting museums, but I think I reached a milestone of sorts this spring attending what I believe was my tenth Bruce...
It’s not spring in Boston until tens of thousands of people make the trek from Hopkinton to Boylston Street. I’m not sure how it happened, but in my 34 years – all spent in Massachusetts – I had never seen the Boston Marathon in person. That all changed this year. We also brought our toddler...
If your social feeds looked anything like mine at the beginning of April, then all you were seeing was information about the solar eclipse. Rick and Tom were aware it was coming because I requested the day off work two YEARS in advance. So you could say I was a little excited for the experience, and...