50 Washington Street
7th Floor
Norwalk, CT 06854
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Young Money: Investing in Your 20s
- by: Hank Berkowitz
- July 1, 2020
No CommentsMichael Berkowitz contributed to this post Common mistakes and the proper ways to invest in young adulthood told by financial experts As we head into July 4th weekend, I hope you have a great time with family whether in person or virtually. Inevitably the subject of money will come up as the different generations get
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High Performing Advisors Work the Press
- by: Hank Berkowitz
- June 24, 2020
Our newly released Wealth Advisor Confidence Survey™ 2020, shows that cultivating media relationships is something that high-performing firms do a lot better than low-performing firms. Garnering press was once again among the Top 4 thought leadership tactics for CPAs, Wealth Advisors and Estate Planners in 2020 with nearly four out of five respondents (78%) rating
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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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As Clients Scramble to Update Insurance, Don’t Let Them Be Infected by Taxes
- by: Hank Berkowitz
- May 7, 2020
Businesses may have come to a grinding halt during the pandemic. But, the phones of many estate planners and insurance professionals we know have been ringing off the hook. Millions of Americans have suddenly been forced into contemplating the fragility of life; they’re dusting off estate plans and upping their insurance policies like never before.
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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
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Voices of Reason from Medicine and Finance
- by: Hank Berkowitz
- March 23, 2020
Last week’s post (I’m Not Scared; I’m Pissed) generated more comments than usual. What surprised me more was that almost everyone agreed with me. Trust me, that doesn’t happen often. So, it got me thinking. Maybe I’m not just in the vocal minority this time. Let me share some great thinking with you from medical
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I’m Not Scared; I’m Pissed
- by: Hank Berkowitz
- March 15, 2020
The events of the past two weeks reminded me of a story. One day last fall I went in for my annual physical. The longtime family doctor we loved had recently retired. He sold his practice to a huge medical conglomerate. Let’s call it Medical, Inc. As you can imagine, the level of care and
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Corona Coping: Listen to Your Doctor and Financial Advisor
- by: Hank Berkowitz
- March 1, 2020
One of the great things about my building is that you can network informally with so many smart people from all types of businesses and professions. After a week like we just had, it can be very helpful to get a big-picture global perspective from outside the financial world. The International Medical Crisis Response Alliance
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You Never Know. Lessons from a Zamboni Driver
- by: Hank Berkowitz
- February 23, 2020
Hard to believe, but it was the 40th anniversary of the Miracle on Ice hockey game this weekend. That’s when a team of scrappy American college kids pulled off one of the greatest upsets in sports history. Against all odds, they defeated Russia’s undefeated elite professional team in the semifinals of the Lake Placid Olympics
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