Investment Commentary

OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY

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 […]

1st Quarter 2020: Market and Economy

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

Planning Commentary

TIMELY FINANCIAL PLANNING ADVICE

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 […]

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 […]