Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
The Republic Will Stand: 3rd Quarter 2020 Commentary
September 30, 2020
The Republic Will Stand My wife and I enjoyed a quiet dinner with friends last […]
2020 Election
September 25, 2020
“Your life doesn’t change by the man that’s elected” —“Head Full of Doubt/Road Full of […]
FAANGM Stocks—Winner Take All?
August 13, 2020
” ‘Tis the part of a wise man to keep himself today for tomorrow, and […]
2nd Quarter 2020: It’s the Fed
June 30, 2020
It’s the Fed One of our more communicative clients has emailed me numerous times over […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
HSA vs. FSA vs. HRA
November 14, 2020
I was not part of the “in” crowd during middle school. I could not dribble […]
Your 2020 Year-End Planning Checklist
November 6, 2020
While you might be ready to ring in 2021 after this most unusual year, we […]
2021 IRS Inflation Adjustments
October 29, 2020
In October 2020, the IRS released Revenue Procedure 2020-45 (PDF) and Notice 2020-79 (PDF), which detail the tax […]
Time to Refinance Your Mortgage!
August 14, 2020
For those of you lucky enough to be debt-free, congratulations! You can stop reading. For […]