Investment Commentary

OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY

Special Market Commentary: COVID-19 and the Market

Dear Clients and Friends, I hope this letter finds you well during this difficult time. […]

A Recession is Here (Probably)

This article is a revision to our previous article A Recession is Coming (Eventually). Last […]

Special Market Commentary: Market Volatility and COVID-19

Dear Clients and Friends, The Dow fell 9.99% today, the worst one-day percentage decline since […]

Special Market Commentary: coronavirus COVID-19

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

“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 […]