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spacex IPO
Investing
June 10, 2026

The SpaceX IPO: What Investors Need to Know

What is the SpaceX IPO and why does it matter? SpaceX has filed publicly with the SEC and is targeting a Nasdaq listing on or around June 12, 2026, under the ticker SPCX. The company...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions
Planning, Retirement, Taxes, Transitions
March 12, 2020

Planning Strategies for the End of the Stretch IRA

In my earlier blog, I covered the major new provisions of the SECURE Act. One of the biggest changes involved the curtailment of the time an inherited IRA could continue its deferral, raising the question-...
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Investing, Planning
February 24, 2020

Will the Coronavirus Infect My Portfolio?

As we publish this article, over 70,000 have been diagnosed with the virus named “Covid-19”and over a thousand people have died. While these statistics are significant, they pale in comparison to the seasonal flu, which...
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Planning, Retirement, Taxes
February 6, 2020

How the SECURE Act Impacts Your Retirement

On December 20, 2019, Congress passed legislation making significant changes to the rules that apply to many of our favorite retirement plans. Nicknamed “the SECURE Act,” this new federal law will touch many of our...
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charitable giving
Children and Money, Planning, Taxes
November 21, 2019

Which Charitable Giving Strategy is Right for You?

Thanksgiving marks the official start of the holidays. This time of year, letters start arriving in mailboxes from charitable organizations requesting contributions before year-end. Instead of responding immediately to each appeal, consider an overall charitable...
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Investing, Planning, Transitions
October 10, 2019

The Value of Trying New Things

Are you ever faced with the desire for new experiences or a wish to test out new skills? What do you think of when these thoughts come to mind? “Oh no, not me. That is...
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Investing, Planning
September 26, 2019

Mindfulness and the Markets

I started a mindfulness routine last year. I was hesitant to try it out and always thought that meditation and mindfulness were a bit “woo-woo.” Now that I’ve been practicing for a year, I swear...
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Octogenarians Take on Life
Retirement, Transitions
September 12, 2019

An Octogenarian’s Take on Life

My father, Frank Sherwood, passed away recently, missing his 99th birthday by a month. He was a distinguished scholar and professor of Public Administration, but he started his work-life as a journalist and newspaper owner....
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Investing, Planning
August 29, 2019

Investing Through the Next Recession

Over the last fifty years, there have been seven recessions. Each was different. In some, the drop in economic activity, as measured by the Gross Domestic Product (GDP), was small. For example, during the 1969...
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Investing, Planning
August 8, 2019

Lessons for Weathering Volatility

The beginning of August has been fraught with renewed stock market volatility. It is difficult to draw useful conclusions based on such a short period of time, as financial markets have a habit of behaving...
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