It was Will Rogers who once said “History doesn’t exactly repeat itself, but is sure does rhyme.” After the 1929 stock market crash, the stock market rallied for almost six months and nearly everyone on Wall Street thought the crisis was over. The crash of 1929 was just the beginning of the greatest market decline in history.

Well, here we are with the stock market showing a healthy rally after a historic downturn driven by excessive debt. We believe it is a bear market rally and

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A weekday doesn’t go by that I’m not in a meeting or on the phone with our clients’ estate attorneys. One of the many reasons a financial blueprint is essential to achieving your financial goals is that it allows both the client and us to evaluate not only performance, but destination as well. Today, so many advisors are focused on the volatility of the market they forget to analyze changes that are occurring in other aspects of a person’s finances. One issue that will be a big debate in Congress this year is the estate tax. Congress must take some action on estate tax this year since the...

It is amazing to me that people want longevity for their money and yet, they so often do not tie that to the longevity of their life. Recently, I had a gentleman say to me, “Mac, I know the statistics, but no one in my family has ever lived past 65.” At this point, I reminded him that none of those family members who died at an early age lived in the 21st Century. Keep in mind; we also have clients today who remind us that they have lived longer than they ever dreamed imaginable in their families. They attribute part of this longevity to...

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