Investment Commentary

OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY

The Republic Will Stand: 3rd Quarter 2020 Commentary

The Republic Will Stand My wife and I enjoyed a quiet dinner with friends last […]

2020 Election

“Your life doesn’t change by the man that’s elected” —“Head Full of Doubt/Road Full of […]

FAANGM Stocks—Winner Take All?

” ‘Tis the part of a wise man to keep himself today for tomorrow, and […]

2nd Quarter 2020: It’s the Fed

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

I was not part of the “in” crowd during middle school.  I could not dribble […]

Your 2020 Year-End Planning Checklist

While you might be ready to ring in 2021 after this most unusual year, we […]

2021 IRS Inflation Adjustments

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!

For those of you lucky enough to be debt-free, congratulations! You can stop reading. For […]