When it comes to personal organization, I’m pretty good at procrastination. However, with the turning of the calendar I appreciate that it is probably a good time to get organized. Whether it be the closet where you keep tossing miscellaneous items, or the kitchen junk drawer. Quick aside, I...
We recently spent a few days in New Hampshire. It’s very beautiful this time of year and was a good chance to spend more time in nature instead of behind a computer screen. We had a great time, but we did get a little more nature than we bargained for – a bear!
It all started when we walked from...
Now that the hot takes and dust have settled from the election, it’s time to evaluate the expected investment implications. Here are the key themes we’re watching.
Coming In Hot
The US economy, as measured by GDP, has been growing well. It’s widely anticipated that the Republican sweep will usher in...
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...