Investment Commentary

OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY

FAANGM Stocks—Winner Take All?

” ‘Tis the part of a wise man to keep himself today for tomorrow, and […]

2nd Quarter 2020: It’s the Fed

It’s the Fed One of our more communicative clients has emailed me numerous times over […]

2nd Quarter 2020: Market and Economy

Market and Economy Six months into 2020, we’re seeing record highs in daily new coronavirus […]

1st Quarter 2020: After the Virus

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

Planning Commentary

TIMELY FINANCIAL PLANNING ADVICE

Time to Refinance Your Mortgage!

For those of you lucky enough to be debt-free, congratulations! You can stop reading. For […]

Preparing Your Will

You’re finally ready to sit down with an attorney to have your will drafted but […]

The CARES Act and 2020 Required Minimum Distributions

ORIGINALLY PUBLISHED APRIL 2020, UPDATED JUNE 2020 As noted in our original article dated April […]

In Every Challenge There Lies an Opportunity: 2020 Mid-Year Planning

To say 2020 has been a challenging year is surely an understatement, and we are […]