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Thoughts Worth More Than A Penny ...

Thursday, May 21, 2026

I’m not against non-alcoholic beer or the ‘sober curious’ movement that has been prevalent in the global shift towards healthier and more mindful habits as of late, but I do enjoy an occasional cocktail every once in a while, so I...

Tuesday, August 5, 2025

Scottie Scheffler is inarguably the best golfer in the world right now. He’s ranked world number 1 for one thing. He’s won 22 professional tournaments against the very best competition. He’s won four major tournaments. You know of him...

Wednesday, July 2, 2025

Harry Golden Selfridge was the founder of the Selfridge department store in London in 1909. He was born in Wisconsin and raised in Michigan by his single mother. He was a young 12-year-old when he started his first retail job. He...

Tuesday, April 1, 2025

According to google word usage charts we barely used the word ‘tantrum’ until Edna Mitchell Preston asked four important questions in 1969. What was bothering Lionel the Lion? Why is he hopping around? Why is he roaring and raging and...

Thursday, January 23, 2025

You have to survive the rough patches – In a world where half of the folks head to the alter with the best intentions only to find themselves later heading to the courthouse to undo it, we certainly have proof that marriage is hard....

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Wednesday, December 18, 2024

Lessons, relearned lessons, and maybe a thing or two that can be written in permanent Ink It’s December in the year 2024 and as we close another chapter in the annals of the history book there are some things that 2024 taught and...

Wednesday, October 9, 2024

(Pictured: Corey’s chicken scratch in meeting math vs. the actual tool that we utilize. One is better than the other.) You’ve heard the famous line, paraphrasing, that says that the only things you can guarantee in life are death and...

Tuesday, September 17, 2024

There have been some words floating around the Mancino Utz Group corner of the office as we wind down the summer and head into the fall this year. They’re hard words. They’re deep words. They come with layers. As an example, we were...

Monday, May 6, 2024

A few weeks after my dad graduated to glory it may seem a bit cold hearted to write technical, finance related thoughts. There are far more important conversations to have, grief to process, and hugs to give. Those conversations and...

Wednesday, February 14, 2024

                We’re six weeks into 2024.  When the ink is finally dry what do you think The story of 2024 will be?  Certainly a U.S. election comes to mind.  Is that the...

Wednesday, January 31, 2024

I love love. I’m not embarrassed about it.  It’s one of the best parts about being human. I love to hear about client’s love stories and how they met. I love to hear about the romantic vacation two clients took...

Tuesday, January 23, 2024

                The google machine has a function when you type a word in the search bar where it will populate the definition of that word.  It also...

Tuesday, November 21, 2023

                I read a lot.  I read things that make me think about growth and life and behavior.  I read things that make me think about the markets.  I love to read about the...

Monday, November 6, 2023

Does your financial advisor call you in a hurry the first few weeks of December? If yes, you might have a non-qualified account with mutual funds in it that are paying large capital gain distributions. Capital gain distributions at the...

Monday, September 18, 2023

Taxes don’t just go away because it’s not April. This summer was a busy one for the tax code. If you thought our friends at the Internal Revenue Service took the summer off to give their calculators a break, you would be...

Wednesday, September 6, 2023

The Spotted Lanternfly                 According to Kate Lust, CFP® 30 bugs crawling on top of each other on the corner of our building is the ‘stuff...

Wednesday, August 2, 2023

It wasn't quite 'Tuesday's with Morrie' but my initial chat with ChatGPT was interesting.

Wednesday, July 5, 2023

We like national parks and outdoor vacations.  We'll sprinkle in the beach here and there but most of the time, if I'm not in the office, you can find me out exploring.  I should probably qualify that...we're glampers...we...

Monday, June 12, 2023

Sometimes you dream something up and the tax code changes to make it true. What – you don’t also dream about the tax code? I’ve often wished that there was a rollover allowance to a Roth IRA from a 529 Savings Plan...

Tuesday, June 6, 2023

I can't decide whether she was the luckiest or unluckiest person in the history of the world.  Her name was Violet Jessop.  At 21 years old and a decade or so before 'airline stewardess' was a profession, Violet's knack for...

Monday, May 8, 2023

The title of this post promises to be a fast five-minute read, then it mentions understanding the federal tax code. No, this is not a late April Fool’s joke. I would need five years to understand the whole tax code – all I...

Monday, April 10, 2023

Have you heard of the 60 Day Rollover Rule? Most people who own a traditional IRA know that they will get hit with a 10% early withdrawal penalty if they withdrawal funds before they turn the magical age of 59.5. With ordinary...

Wednesday, March 22, 2023

There are so many examples of this in life but this morning as I walked into the office I was reminded of the fact that there are many things in our lives that seem very, very simple yet I know very little about.  Take our...

Monday, March 6, 2023

What makes us a good fit for someone as their financial advisor?People use words like empathetic and authentic often but I think we live them out really well.  We listen.  We’re inquisitive with the aim of understanding...

Tuesday, January 3, 2023

                 Congratulations!  You made it.  You just survived the worst S&P 500 since 2008.  The S&P lost 19.4% before Dolly Parton and...

Wednesday, November 30, 2022

As the tryptophane wears off and the jingle bells start to ring I thought we’d put together a year end checklist for your review.  Checklists seem trivial and beneath the intellect of high finance, but I’m convinced...

Friday, November 18, 2022

As someone who loves to eat, Thanksgiving is in the running for one of my all-time favorite holidays. As much as it’s a holiday to celebrate thankfulness, family and friendship, the real star of the show is the meal. What’s...

Tuesday, November 15, 2022

I received the following story from a client the other day:Hi Corey!  I hope all is well with you and your family.  I had to share this story with you about my mom.  She is 92 and is currently in an apartment in an...

Wednesday, October 26, 2022

I enjoy riding a bike.  Road bicycles are my favorite, but I also enjoy gravel bikes.  You can keep your mountain bike, but if it rolls on two tires, I’m typically a fan...

Wednesday, August 24, 2022

data as of August 16, 2021It’s Christmas time in 1999 and the S&P 500 stands at 1,458. The previous decade has been one for the record books and there is clamor that the stock market can’t possibly go higher. Maybe...

Tuesday, March 1, 2022

John Venn was an English mathematician. He was an avid gardener and won an award for his roses in July 1885 and his white carrots later that September. He’s more well-known for the work he did in 1886 though, when he introduced...

Tuesday, July 13, 2021

You can read that title and if you’re like most of our clients two things might come to mind very quickly. First, if I’m wealthy why would I care about long term care planning? Secondly, I don’t know if I would define...

Monday, July 22, 2019

2.4 million times per month, Google is asked, “How do student loans work?” 2.3 million times per month, the search engine is asked, “What is a mortgage?” 28% of Americans have no savings to speak of, and 63%...

Wednesday, April 10, 2019

An astute financial advisor once told me, “Your client’s financial life needs just as much attention as their personal life. They must find the time to check it out.” Your financial advisor knows how to ‘check...