50 Washington Street
7th Floor
Norwalk, CT 06854
-
Overcoming ‘Smartest Kid in the Class Syndrome’ When Writing or Speaking
- by: Hank Berkowitz
- September 12, 2022
No CommentsOne of the best things about my work is that I get to work with some of the smartest, hardest working and most insightful thought leaders in the financial advisory world. One of the worst things about my work is that I work with some of the smartest, most insightful leaders in the financial advisory
-
Gen Z Poised to Reverse the Financial Literacy Slide
- by: Hank Berkowitz
- August 16, 2022
By Blaise Mazurkiewicz, guest columnist According to our firm’s annual CPA/Wealth Advisor Confidence Survey three out of five (63%) respondents believed that financial literacy and awareness has not improved over the past two years. Even more troubling, the data found financial advisors were more pessimistic about the younger generation’s financial future than any other generation.
-
Writing in a Rut? Slow Down to Go Faster
- by: Hank Berkowitz
- August 3, 2022
Last month’s post about faster, clearer writing, generated a fair amount of feedback. Several readers asked how to get started when you’re staring at a blank screen or simply dreading the process of “putting pen to paper”? We get this question often during the Dog Days of summer because everyone’s on vacation, thinking about vacation
-
Consistency Is Not Boring
- by: Hank Berkowitz
- July 14, 2022
On more than one occasion, my wife has accused me of being the most boring man in America. I eat the same thing for breakfast and lunch every day. I drink the same brand of beer every night. I wear the same five outfits to work (one for each day of the week). I’ve worn
-
From Markets to Memorial Day Let’s Keep Things in Perspective
- by: Hank Berkowitz
- May 30, 2022
When thoughts turn to beaches, beer, barbecues and baseball over the three-day Holiday weekend, it’s easy to lose sight of what Memorial Day is all about. We’ve retail-ized the last weekend in May into the official “kickoff to summer” celebration. In reality, we’re supposed to be honoring U.S. military personnel who have died serving in
-
Financial Literacy Month Should Last 365 Days
- by: Hank Berkowitz
- May 13, 2022
April and National Financial Literacy Month are in the rearview mirror. But that doesn’t we should take our feet off the gas pedal when it comes to addressing the nation’s financial literacy epidemic. According to our annual CPA/Wealth Advisor Confidence Survey, just one-third of financial advisors (38%) believe America’s financial awareness has improved in the
-
Grit
- by: Hank Berkowitz
- April 3, 2022
These are not the easiest of times. So many anchors of security in our lives seem to be disrupted. At times like these people tend to react in one of two ways: (1) throw the covers over your head, or (2) dig in, do the hard work and show a little grit. With the highest
-
March Madness Confirms Humans Don’t Add Much Alpha
- by: Hank Berkowitz
- March 23, 2022
First let me tell you why I love the annual NCAA men’s Division I basketball tournament (aka March Madness). It’s the ultimate reality show. Where else can little known universities such as St. Peters, Loyola of Chicago, Murray State, Weber State, Florida Gulf Coast and Valparaiso suddenly jump into the national limelight with upset wins
-
Baseball: The National Past (It’s) Time
- by: Hank Berkowitz
- March 4, 2022
With all the problems in the world today, the last thing we need are billionaire team owners squabbling with millionaire ballplayers over money. With Opening Day and the first week of the Major League Baseball season canceled, fans and viewers may not return if and when the owner-player dispute is settled. With a “minimum wage”
-
Inflation Worries Inflated?
- by: Hank Berkowitz
- February 23, 2022
Yep, we have plenty to worry about as we grind through another seemingly endless winter on the two-year anniversary of the pandemic (2/22/22). Russia has invaded Ukraine. The first of many interest rate hikes seems imminent. Tax rates are likely going up. COVID remains omnipresent. The long-running bull market is taking a breather to massage