

My Thoughts on Greece and Puerto Rico
If you’ve watched or read the news lately then undoubtedly you’ve heard about the issues facing Greece and Puerto Rico. The bottom line is that

I’m Proud To Announce…
I’m very proud to announce that my dad (I mean Phineas Peabody) recently released his first children’s book, “Pint-Sized Pauley and the Giant Volcano”. I

Diversification
Are you wondering why your diversified portfolio has not performed as well as the U.S. stock market (S&P 500) lately? If so, let me ease

Can’t I Just Put Their Name on the Account?
by Daniel T. Julius To start with, let’s not hide from the question at hand: Yes, you can “accomplish” estate planning by doing nothing more

What Would You Do With 10 Minutes?
I previously wrote about my clients, Paulo and Laura Ribeiro, whose unborn baby was diagnosed with Potter’s Syndrome. As a recap, this is a condition

A Bicycle and a Jump Rope
I was really mad at God when He allowed my daughter to break her wrist. Looking back I realize how foolish that was considering that
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