Investment Commentary

OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY

Is Now a Good Time to Invest for the Long Term?

Over the Thanksgiving holiday, I had lunch with a good friend I had not seen […]

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 […]

Planning Commentary

TIMELY FINANCIAL PLANNING ADVICE

Estate Planning: Keep Your Eye on the Sunset

“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

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed by Congress and signed […]

IRA Required Minimum Distributions: The Basics for 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

This summer my husband and I drove 700 miles with our two dogs to my […]