Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
1st Quarter 2020: After the Virus
April 5, 2020
After the Virus Things are never as good or as bad as they seem. My […]
1st Quarter 2020: Market and Economy
April 5, 2020
Market and Economy The new year started with so much promise. The US economy had […]
Special Market Commentary: COVID-19 and the Market
March 20, 2020
Dear Clients and Friends, I hope this letter finds you well during this difficult time. […]
A Recession is Here (Probably)
March 19, 2020
This article is a revision to our previous article A Recession is Coming (Eventually). Last […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
Reconsidering the Source of Your Charitable Contributions in 2020
April 28, 2020
Summary Points in this article IRA Required Minimum Distributions are optional in 2020 Those planning […]
COVID-19 Tax Update: Deadlines Extended and More
April 6, 2020
In response to COVID-19, the US Treasury automatically extended the federal income tax filing due […]
The CARES Act and 2020 Required Minimum Distributions
April 6, 2020
On March 27, 2020, Congress passed, and the President signed into law the Coronavirus Aid, […]
Estate Planning: Keep Your Eye on the Sunset
February 14, 2020
“Go big or don’t bother.” Those are the words we find ourselves saying to clients […]