While practicing as a CPA, our firm ran an ad that compared the relative dimensions of the rear view mirror to that of the windshield
Celebrates Issue #100 LEXINGTON To celebrate the publication of the 100th issue of MD-UPDATE, team members, writers, photographers, and contributors gathered at The Club at
One of my favorite books, for many reasons, is The Fourth Turning, by William Strauss and Neil Howe. It begins with the line, “America feels
According to a recent poll, 41 percent of baby boomers who have a living parent are providing some sort of personal care, financial assistance, or
As of this writing, the stock market has just produced one of its worst quarters (Q3) in a very long time, followed by one of
August 2015 was an inauspicious month for equity markets around the world. Although the sell-off decelerated as the month drew to a close, our own
Back in the ‘80s, legendary stock picker Peter Lynch was famous for looking for those stocks that he thought would grow by a multiple of
We begin with a brief economics lesson and then move to how it affects investors. During periods of slow economic growth the Federal Reserve Bank
Have you ever been approached to invest in real estate? If you not, you likely will be someday. We routinely assist our clients in assessing
Except during our periodic meetings with clients in which we parade out their recent and long term performance, I almost never get a question related
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