Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
Is Now a Good Time to Invest for the Long Term?
February 7, 2020
Over the Thanksgiving holiday, I had lunch with a good friend I had not seen […]
4th Quarter 2019: Black Lab Puppy
December 31, 2019
Black Lab Puppy My father, Frank Bragg (aka Papa), conspired with my son Charlie (12) […]
4th Quarter 2019: Market and Economy
December 31, 2019
Market & Economy Markets ended 2019 on a high note, with the S&P 500 rising […]
3rd Quarter 2019: Drought
September 30, 2019
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
February 14, 2020
“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
February 11, 2020
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed by Congress and signed […]
IRA Required Minimum Distributions: The Basics for 2020
February 10, 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
February 7, 2020
This summer my husband and I drove 700 miles with our two dogs to my […]