Investment Commentary

OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY

4th Quarter 2019: Black Lab Puppy

Black Lab Puppy My father, Frank Bragg (aka Papa), conspired with my son Charlie (12) […]

4th Quarter 2019: Market and Economy

Market & Economy Markets ended 2019 on a high note, with the S&P 500 rising […]

3rd Quarter 2019: Drought

Drought “Muscles aching to work, minds aching to create—this is man.” -John Steinbeck, The Grapes […]

3rd Quarter 2019: Market and Economy

Market & Economy After surging to new all-time highs in July, the S&P 500 fell […]

Planning Commentary

TIMELY FINANCIAL PLANNING ADVICE

Your 2019 Year-End Planning Checklist

Before the rush of Thanksgiving and December holidays arrive, we would like to provide you […]

Security In Our Modern World

Keeping up with changing times and technology is not easy. Every time you turn around […]

Where Are Your Documents?

During my childhood, family vacations were a time when we loaded up the station wagon […]

2020 IRS Inflation Adjustments

In November 2019, the IRS released Revenue Procedure 2019-44 (PDF) and Notice 2019-59 (PDF), which […]