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Transitions - Wealth Planning and Market Insights

Our newsletter helps educate you and your family on the fundamentals of investing, so you know what you own and why. We believe financial knowledge helps you gain clarity and confidence in achieving your financial goals.


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What Are Qualified Charitable Distributions?

July 2022

Are you 70 1/2 years or older and are subject to a Required Minimum Distribution (RMDs) from your IRA? Have you considered donating part of your required minimum distribution from your Traditional IRA to a qualified charity?

Sleep, Big Bear, Sleep!

June 2022

Do you remember reading the story of Goldilocks and the Three Bears as a child? I'd like to relate that story to the latest economic and market volatility we are experiencing this year.

Why Is The Market Swinging?

May 2022

When I mentioned to expect some market volatility this year, the markets responded with the recent 1,000-point rout, followed by a 1,000 point surge in the Dow Jones Industrial Average.

The Fallout from Putin's War

April 2022

For someone who was once described as a deep thinker, Putin rapidly moved from being seen as a world leader, to just a thug who likes to kill people. His miscalculations have changed the world order, and that will impact investing.

Pain at the Pump

March 2022

Few things generate more attention and anxiety among American consumers than the price of gasoline. The most recent upsurge in prices is no exception. The Russian-Ukraine War has pushed up the prices of oil to a ten-year high and prices could continue to go higher.

What Is Behind This Inflation?

February 2022

Inflation is now running at 7.5%. How did we get here? Our economy has been grappling with massive supply chain problems, labor shortages, and higher energy prices.

My Investment In You

January 2022

As I celebrate another birthday, I reassure you that I will continue working at my same vigorous pace for some years to come. Age 65 for many is a milestone to retire, but I am not one of them. I am truly enjoying my work as your Investment Advisor.

Will Santa Come in 2021?

December 2021

As an adult, I still enjoy the excitement of Christmas and the captivating tales of Santa Claus riding a flying sleigh pulled by his eight reindeer and of course, it wouldn't be Christmas without the stingy Ebenezer Scrooge, or the excitement of the well adorned houses, strung with beaming lights for the holiday season.

Where's My Stuff?: Explaining the Supply Chain Disruptions

November 2021

The words "supply chain", "bottlenecks", "supply chain disruptors" are all words that seem to have become familiar household phrases. Supply chain disruptors are typically not words that we think about on a daily basis, that is until a pandemic hit, and exposed the fragility of the whole enterprise of goods and services reaching final consumers via supply chains.

What COVID-19 Means to Us

October 2021

The information about Covid-19 is confusing. You see it in passionate opinions on mask versus no mask, and vaccine versus no vaccine. Thus, it is timely to move beyond soundbites and share with you a point of view from a practitioner on the front lines, to explain what Covid-19 means to us. Dr. Alan Rissolo is an Oral and Maxillofacial surgeon in Norwalk Connecticut who has been working inside patients mouths throughout the Pandemic.

The Financial Road Map to Managing Wealth

September 2021

Picture yourself living your retirement years comfortably or planning a dream vacation to a tropical oasis that you have always wanted to take. Imagine taking a long stroll on a picturesque beach, as you feel the warm, white sand between your toes, or as you hear the gentle waves of the aquamarine waters lapping the sands ever so languidly in front of you.

Our Career Politician Problem

August 2021

From a business perspective, why is there such a lack of judgment displayed by our Washington politicians? Perhaps the answer is the leaders of both political parties are career politicians. Most have never worked in the private sector, so they have no experience in understanding what business judgment is.


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