Investment Commentary

OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY

1st Quarter 2020: After the Virus

After the Virus Things are never as good or as bad as they seem.  My […]

1st Quarter 2020: Market and Economy

Market and Economy The new year started with so much promise. The US economy had […]

Special Market Commentary: COVID-19 and the Market

Dear Clients and Friends, I hope this letter finds you well during this difficult time. […]

A Recession is Here (Probably)

This article is a revision to our previous article A Recession is Coming (Eventually). Last […]

Planning Commentary

TIMELY FINANCIAL PLANNING ADVICE

Reconsidering the Source of Your Charitable Contributions in 2020

Summary Points in this article IRA Required Minimum Distributions are optional in 2020 Those planning […]

COVID-19 Tax Update: Deadlines Extended and More

In response to COVID-19, the US Treasury automatically extended the federal income tax filing due […]

The CARES Act and 2020 Required Minimum Distributions

On March 27, 2020, Congress passed, and the President signed into law the Coronavirus Aid, […]

Estate Planning: Keep Your Eye on the Sunset

“Go big or don’t bother.”  Those are the words we find ourselves saying to clients […]