I can’t believe it’s been eleven months since my last posting here.  It’s been one crazy year trying to keep up with all of the obligations that have landed on my plate.  Client growth has increased and more interest in using trusts for holding assets has kept the phone ringing and the emails coming.      I hope your new year has shown an up tic in revenue and more response from your marketing efforts.  Some domestic and LATAM travel in the works, so may be seeing you out there somewhere.   If you are investing in the equities markets prepare yourself for a flat or descending trend line for the next year or so, concern  about the debt markets is growing and rightly so.  Defaults in the student loan arena have a good chance of throwing a curve ball in many, many of the banks accounting reports, which in turn, lowers their credit rating and shrinks the benefits they have at the Fed. Res.   In other words, keep your powder dry!  Bargains on the horizon.

In parting I leave yo with this:  Don’t be a Dufus, Play nice!

Be Well