For far too long, we have endured an endless stream of accusation; every politician, correspondent, and/or “contributor” (ironic slang for a paid political hack) breathlessly warns of his opponents’ “…existential threat to democracy.” Wherever we encounter a nest of microphones, directly behind it stands a candidate, a prosecutor or a commentator energetically placing the blame […]

We are pleased to announce that after careful consideration, we are relocating our Palm Beach, Florida office, which we opened in April of 2018, to Palm Beach Gardens.  We are delighted that we will continue to operate our business without interruption. Our offices in Duxbury and New Orleans will remain open. Our telephone numbers and […]

Consider several recent headlines from the Wall Street Journal: September 30            “Stocks Close Out Losing Week, Month and Quarter” October 3                   “Stocks Rally to Start New Quarter” October 7                   “Stocks Tumble After Jobs Data” October 13                 “Stocks Rally Despite Inflation Data” October 14                 “US Stocks Close Lower on Bank Earnings” October 18                 “US Stocks […]

Your neighbors are fearful. It may be time to get greedy. Six months ago, Barron’s prominently published an article advocating the purchase of Amazon shares at $3,250[1]. Last week they traded at the equivalent of $2,040 (adjusted for recent stock split.) Neither I nor my family have curtailed our daily Amazon purchases. If anything, perhaps […]

Each February, Berkshire Hathaway CEO Warren Buffett issues his annual “Letter to Shareholders,” which artfully blends financial reporting and homespun wisdom. In 2021, as in some prior years’ messages, he admonished: “Never bet against America.” For the past three years, American investors have been presented with a stark contrast. The financial results of the companies […]

Five Presidential terms ago, on a shining September morning time stood still and we gasped in horror as the “World Trade Center” exploded and collapsed, taking with it thousands of office workers and their would-be rescuers. Some had risen to lofty perches; others simply answered an alarm, driven by their solemn promise to serve when […]