Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
Special Market Commentary: COVID-19 and the Market
March 20, 2020
Dear Clients and Friends, I hope this letter finds you well during this difficult time. […]
A Recession is Here (Probably)
March 19, 2020
This article is a revision to our previous article A Recession is Coming (Eventually). Last […]
Special Market Commentary: Market Volatility and COVID-19
March 12, 2020
Dear Clients and Friends, The Dow fell 9.99% today, the worst one-day percentage decline since […]
Special Market Commentary: coronavirus COVID-19
February 28, 2020
On Wednesday of last week (Feb. 19, 2020) the S&P 500 reached an all-time high […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
Estate Planning: Keep Your Eye on the Sunset
February 14, 2020
“Go big or don’t bother.” Those are the words we find ourselves saying to clients […]
The SECURE Act: A Few Things You Need to Know
February 11, 2020
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed by Congress and signed […]
IRA Required Minimum Distributions: The Basics for 2020
February 10, 2020
This article applies to IRA owners who were age 70 ½ or older by 12/31/2019. […]
It’s Almost Time to Clear the Clutter
February 7, 2020
This summer my husband and I drove 700 miles with our two dogs to my […]