August 6, 2018 – When the Tax Cuts and Jobs Act, as it’s known, went into effect earlier this year, many hailed the legislation for simplifying things and saving the average taxpayer money. Others protested the legislation disproportionately benefits the ultra-wealthy who didn’t need and weren’t asking to have their taxes reduced. Whichever side of…
May 2, 2018 – Stored lovingly in the back of a closet in my house rests a box filled with vinyl record albums of (mostly) rock ‘n’ roll artists whose music I listened to growing up. From The Allman Brothers Band to The Zombies, these Long Player, or LP, discs, once turntable-revolving staples of my…
April 11, 2018 – Courtesy of our friends at Pacific Life, we’re happy share with you today a new educational video designed to help plaintiffs answer a few very basic questions they’re likely to ask themselves when in the process of resolving their personal injury claim: At two minutes nineteen seconds, the video is an…
April 6, 2018 – With today’s close of the Dow Jones Industrial Average ending the day down 572.46 points (2.34%), some market forecasters are speculating that we may, after a prolonged run up of equity values, finally be dipping our toes into bearish waters. Of course, it’s always important to take these forecasts with a…
December 15, 2017 – Sometimes Christmas magic arrives unexpectedly. Take this Christmas card I just received from a client our firm helped nearly two years ago: “Dan, Not sure if you remember us or not. However, just wanted to say THANK YOU for everything. Since our last meeting, we have purchased a house in (redacted),…
November 18, 2017 – Having helped countless individuals who prevailed with claims of sexual misconduct against their perpetrators deal with the financial aftermath of their civil settlements and judgments, I wish I could say I am surprised by all these recent allegations. I am not. I’ve met the plaintiffs who prevailed against their transgressor priests,…
August 31, 2017 – Ever since the global financial near-apocalypse of 2009 caused everybody everywhere to rethink everything we thought we knew about money, saving, the market, investing, et cetera, I’ve noticed a pattern here in America. If you’ve been paying attention, you probably noticed it, too. Once a year or more, we hear “they”…
Berkshire Hathaway’s 2017 Annual Meeting Excerpt Warren Buffett Knows (and Likes) Structured Settlements May 22, 2017 – Earlier this month, attendees of Berkshire Hathaway, Inc.’s Annual Meeting witnessed Chairman and principal shareholder Warren Buffett respond to a question about the company’s structured settlement holdings. You can watch the four minute excerpt of this exchange…
April 20, 2017 – If you’ve had money in an actively managed large cap fund in the United States for the past five years, there’s an 88.40% chance your manager underperformed and you would have been better off in a simple, low expense S&P 500 indexed fund instead. Would you board an airplane that only…
February 16, 2017 – Proud to announce the recent publication of “A Good Fit,” an article I co-authored for Workers’ Compensation (WC), a quarterly periodical of CLM Publishing. Subtitled “Structured settlements and MSA arrangements are complementary claims resolution tools,” the article highlights the laws surrounding the Medicare Secondary Payer Act and gives examples of how…