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cassandra.a.spitzer@lpl.com
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Tuesday, March 10, 2026

There is a new addition on my fireplace mantle. For our recent anniversary I gave my Beloved a cuckcoo clock. It is of a sophisticated sleek Danish design, bound in blond wood. The face is sage green with minimalistic numbering. A...

Friday, December 19, 2025

Recently I traveled to the frigid mid-West to attend a memorial. When I arrived at the motel my immediate family had commandeered the sitting room and turned it into an impromptu cocktail party. (This was done with the blessing of the...

Tuesday, September 30, 2025

Once again, summer has slipped away and I ignored the advice of my Labrador Retrievers. I didn’t do the things they told me to do: stop, sit, look, enjoy. What was it that I was doing instead? Silly stuff I suppose… If you aren’t from...

Monday, June 9, 2025

Way back when, as a newly minted financial advisor, I worked for a national broker dealer whose training program heavily relied on doors. I spent a week at the corporate headquarters learning how to knock on doors, what to say, and...

Wednesday, December 18, 2024

The walls of my parent’s dining room are hung with the photographs of our family ancestors. Great grandfathers and grandmothers stare somberly down at us as we celebrate family events. On my last trip home, I was stunned to discover...

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Wednesday, June 19, 2024

After our long damp Pacific Northwest Winter, Summer has arrived. As a former resident of perpetually sunny Southern California, I once took sunshiny days for granted. Rain...

Thursday, April 4, 2024

Have you ever wondered how do you actually grow your investment account? Is it just luck of the draw or the quality of your investment advisor’s crystal ball? And what does it have to do with snowballs? My favorite analogy is the...

Wednesday, December 13, 2023

The Seasons of my Garden   As the year winds down, I start to mull over the events and aspirations of the last twelve months.  There are usually things that never got done.  Good thing we get a fresh start in January....

Friday, September 15, 2023

Not a quality that I’d normally attribute to a squirrel, but let me explain.   All summer long I’ve watched an industrious grey squirrel busily plant corn kernels in my neighborhood. (The source of the corn is a...

Monday, June 26, 2023

Perhaps you are of a generation that played the Game of Life.  Created in 1860 by Milton Bradley, it was a very popular parlor game.  Naturally it has changed throughout the decades to adapt to changes in cultural values, but...

Friday, February 17, 2023

Death is not something we often discuss amongst ourselves, but it is inevitable and, as far as I know, cannot be avoided. You can plan for it by putting your estate documents in order.  This would include your will and your...

Wednesday, February 8, 2023

Where is your journey taking you? Everyone likes to travel, right? Your life is a journey, but it is not just any journey, it is your journey. Journeys should be carefully planned out. Many of us are too distracted by what is in front o

Monday, December 19, 2022

My Labrador Retrievers tell me remember what is really important in this life (for them that would be breakfast, dinner and naps in the sun) and ignore all the silly stupid stuff. Funny advice from creatures who are so easily...

Thursday, June 9, 2022

 Sometimes, when we engage a professional who provides specialized services, we are at a loss as to what we should expect from them.  In good faith, we assume they are the expert (since we are not) so we tend to be passive in...

Friday, March 18, 2022

Keep Calm and Carry On: Behavioral Characteristics of Rational Investors

Thursday, January 13, 2022

Actions you can take now to establish some peace of mind during volatile times.