/2/2018 Welcome to 2018! In 2017 equity investment markets were quite strong! Read all about it in this week’s newsletter. I look forward to chatting with you during your 1st quarter market updates where we review the 2017 markets in more detail. Sneak peek at some of...

12/11/2017 Hope you are making it a great week! We have had a lot of news in December that has sent investment markets on wild gyrations with tax reform, Russia investigation, government shutdown news on-going. We anticipate gyrations will continue. When news sends...

11/7/2017 It's been a busy few weeks for Andrés! October 17th and 18th , Andrés attended the Academy of Dental Management Consultants ( ADMC ) national meeting, immediately followed by the American Dental Association ( ADA ) national meeting on October 19 th ! Andrés...

10/3/2017 A lot of sad news around the world the past few weeks - the Las Vegas shootings; Hurricanes Maria and Harvey and their impact in Puerto Rico, The Caribbean, Texas, Florida; and many more places too long to list, including the earthquakes in Mexico, flooding...

It was 2 years ago, last Monday, that we made our move to independence. We are so appreciative for the response and support that we have received! Since our move, we have grown both in staff (having both Olivia and Theresa on the team) and services we offer. The...

Today, September 11th, 2017, is quite a day. We, the United States, remember the terrorist attack on 9/11/01, where we lost 2,978 people. We are recovering from the hurricane damage of Harvey, dealing with the current hurricane Irma and the possibility of more...

I happened to be reading one of my favorite columnists this weekend: Dan Neil. Dan writes the Rumble Seat column for the Wall Street Journal. This weekend Dan was reviewing the 2018 Honda Odyssey minivan. I love Dan’s wit, which for me, is more about Dan’s offbeat...

Hope you’ve had a great start to your week. In the past few weeks a major topic of conversation among my colleagues, friends, and clients has been the skyrocketing premium increases of their long term care insurance (LTCi) premiums. Almost all LTCi insurance carriers...

An unlikely but accurate economic indicator, Tooth Fairy payouts are soaring, posting record gains in 2016 and early 2017.  According to the Original Tooth Fairy Poll, sponsored by Delta Dental, the Tooth Fairy’s cash payouts have jumped to an all-time high over the...

As I watched “El Clásico” last Sunday afternoon, I pondered about passion. Besides the obvious (family), I have a few passions. One is futbol. (aka soccer) I watched with delight as my favorite player, Leonel Messi, scored the game winner as time ran out over his arch...