My overview below provides a summary of my thoughts, of where we are now, and where I think we are heading. As always, financial planning, investment management, and tax planning go hand in hand, and because we are able to advise and coordinate all of these areas simultaneously, we believe this is an extraordinary advantage for our clients.

They have elevated political correctness, climate change, financial “reform” immigration “reform” health care “reform” and home ownership for all as their god, yet abandoned common sense in the process. “Reform” as it turns out, provides a much better marketing spin than buying votes or redistribution of wealth. We can make nice with terrorists all day long, but in the end, they still want to kill us, except now they think we are stupid infidels, which is really a step down from being a plain old infidel. Good is bad, bad is good, right is wrong and wrong is right. Everything is upside down. What happened to this country?

The last six months have seen some pretty dramatic increases from the stock market lows. But is it for real, and is the worst behind us? Perhaps, or just perhaps it will be as the immortal Yogi Berra so eloquently stated “it’s like déjà vu all over again”?

As I have met with clients over the last 30 years, they are often frustrated with advisors, wealth managers, brokers, bankers, and the like, all wanting your money, but none doing a very good job with it. This puts you in a position of having no trust, faith or confidence in anyone, yet the body of investment advice and so called experts is so vast as to be overwhelming. This I understand better than you may know.

Dear Friends and Clients: Sadly, I write to you today with an obituary. Capitalism – 1473 – 2008 The financial world mourns the loss of capitalism. While the death appears to be due to natural causes, sources close to the deceased say that the death may have been the result of foul play. Officials say [...]

I am thinking about a new marketing campaign, and am told that having a catchy “tag line” is a good idea. I’m toying with “If Tom Daschle had used Caruso and Company CPA to prepare his tax returns, he’d be secretary of Health and Human Services today.” I was originally going to go with Timothy Geithner, but that one did not quite pan out they way I thought.