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Advisor Survey: Even the Affluent Lack Financial Awareness
- by: Hank Berkowitz
- February 11, 2021
No CommentsMost advisors we talked to are optimistic about their growth prospects in 2021. But they don’t seem as confident about their clients’ financial acumen. Early results of our 5th annual CPA/Wealth Advisor Confidence Survey™ showed more than half of advisors (55%) believe America’s financial literacy has NOT improved over the past year. More than half
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We’ll Miss You Hammerin’ Hank: Master of Consistency and Tolerance
- by: Hank Berkowitz
- January 25, 2021
Last weekend marked the passing of baseball great, Henry Aaron. He was just shy of his 87th birthday. Aaron was one of my first boyhood sports heroes at a time when kids could still look up to athletes, celebrities and even Presidents as role models. At the time, I didn’t know the 20-something Aaron would
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Our Social Dilemma: What Big Tech Doesn’t Want You to Know This Holiday Season
- by: Hank Berkowitz
- November 17, 2020
With Covid cases spiking and freezing weather descending on the Northeast, my wife and I decided to test out our self-quarantining skills last weekend. Bottom line: we won’t be making a habit of self-imposed hibernation, but at least we caught up on yard work and all the shows we’ve been planning to watch. Most of
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Let’s Agree to Disagree
- by: Hank Berkowitz
- November 2, 2020
I finally got around to reading “A Warning,” the best-selling insider look at the Trump White House by the author known simply as “Anonymous.” Published in late 2019, there has been tremendous speculation about who the author was. He or she seemed to have deep insider access to many high-level meetings in and around the
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Why We Need Youth Sports Back
- by: Hank Berkowitz
- October 27, 2020
With the cool weather, longer nights and changing leaves here in late October, my car seems to be on autopilot to the nearest soccer field. For the better part of 15 years, I’ve always had at least one kids on the soccer pitch—or more accurately “between the pipes.” But here we are, on the cusp
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Congress: Take Off the Flip Flops and Get Back to Work
- by: Hank Berkowitz
- August 19, 2020
Out of sight, out of mind. That seems to be the attitude of our vacationing lawmakers toward the 30 million Americans who could be in danger of losing their homes—their primary residences, not their vacation homes. Think that’s an overstatement? Well, we’re talking about a potential 93-percent cut in aid for some. “If the speaker
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Actually, You CAN Judge a Book by Its Cover
- by: Hank Berkowitz
- August 5, 2020
Now is the time of year that thoughts turn to summer reading lists. Whether you’re a procrastinating student or a stressed-out professional finally getting some R&R, the dog days of August are idea for finding a cozy hammock or beach chair and delving into that stack of books we’ve been planning to get to all
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Feedback on SpaceX Delivering a Badly Needed Win for the U.S.
- by: Hank Berkowitz
- June 9, 2020
Last week’s post (SpaceX Delivers a Badly Needed Win for the U.S.) generated a wide range of responses. People saluted everything from the honesty of senior citizens (“They don’t make ‘em like your neighbor Fred anymore” ), to the lessons learned from mowing your own lawn (“Yes, Jews can and do mow!”) to the triumphs
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SpaceX Delivers a Badly Needed Win for the U.S.
- by: Hank Berkowitz
- June 2, 2020
I was chatting with my 80-something next door neighbor over the weekend. Fred’s a conservative, no-nonsense ex-marine who lived through World War II and served in Korea. I don’t think we have the same political views, and he’s a lot better with tools than I am. But I’m okay in Fred’s book because we both
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Diversifying Our China Risk
- by: Hank Berkowitz
- April 22, 2020
Chinese military strategist Sun Tzu liked to say: “Keep your friends close and your enemies closer.” Great advice and it cuts both ways. Earlier this week, Australia joined the growing ranks of countries planning to investigate China over its handling of the novel coronavirus and its lack of transparency. Like many other countries, Australia wants