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Everyone has some combination of family, friends, real estate, financial assets, and digital presence. We should all care what will happen to our “stuff” when we are gone, regardless of how long we live. In actuality, Estate Planning should begin when people are young.

The national inventory of homes for sale is currently tight. Price appreciation generally results from scarcity, so conditions are likely to change relatively soon. Current conditions are providing an opening for anyone thinking of selling and/or buying a new or used home at a reasonable price, and with excellent financing terms. It is a "Goldilocks" market for both buyers and sellers. Not too hot, and not too cold; it is "just right."

Are coronavirus cases increasing or decreasing worldwide? This chart answers that question.

When market conditions become unusually disrupted, it warrants a communication with our clients and friends. We sent this email on Monday, 2/24/20, before the market opened.

For anyone who is on the fence regarding crypto “investments,” we have a suggestion.

Our several European friends identify themselves as Portuguese, Spanish, German, Italian, Dutch, or whatever the specific country of their birth and residence. We identify ourselves as American citizens, residing in whatever state, regardless of birthplace. Never have I talked to anyone who claims to be a citizen of the European Union.

Ask a number of Americans of all ages how they are progressing toward financial independence, and most will admit that they believe themselves to be woefully behind. Others will likely be mistaken about their own progress.

Today the seemingly unstoppable NASDAQ Composite Index has been setting new records, most recently 9,402.48 on January 23, 2020. This level reflects a gain of over 86% from the highs set in 2000, and a whopping 641% since the beginning of our current Bull Market in early 2009. “Is it sustainable?” is one of our most frequently asked questions.

Once in a while, the government acts in the best interests of its citizens. On the rare occasions that this happens, we like to bring it to everyone’s attention.