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2020: A Boring Year?

2020: A Boring Year? Minutes after US markets closed for the final time in 2020, a Twitter user going by the handle @TheSpeculator0 posted the partially redacted chart below with the following commentary: “kind of a boring year” For reference, the chart above...

Personal Security Planning

Personal Security Planning A question we get frequently is how best to go about protecting identity and other personal information. We’ve blogged about it in the past on multiple occasions, but these things can be moving targets as new technologies and schemes create...

Happy Birthday, Millie!

Last week our family’s first puppy, Millie, celebrated her 1st birthday.  Just a few weeks after the litter was born, our family drove out to Indiana to meet them.  Nine of the ten puppies ran around, bumping into one another, sniffing us and each other.  But a small,...

Private Equity’s Place

On occasion, we are asked to review a variety of investments that fall under the category of private equity (PE).  This could be through a new opportunity or a holding in a new client’s existing portfolio.  While the PE universe has grown substantially over the last...