May 20, 2020 Update: Why They Matter: Professional Fiduciaries—a Position of Trust
The term, “fiduciary,” may sound dry and academic, but its significance is profound. In fact it’s so pivotal that I am 1...
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Some Good News
More than anything else, the story of the COVID-19 pandemic is a human one. Our collective hearts go out to those...
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May 12, 2020 Update: No News is Better than Old News
With the economy getting crushed and unemployment numbers skyrocketing, I am being asked more and more, “Why in the...
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May 5, 2020 Update: Animal Spirits and Economic Activity
We are beginning to sense signs of life and an early indication that the U.S. economy may be in the initial stages to a...
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April 28, 2020 Update: Tips for Staying Ahead of Today’s Scammers
Unfortunately, an epic crisis ushers in an epic level of scam artists. That’s why we are advising everyone to be...
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April 23, 2020 Update: Lower Your Tax Bill Through Tax-Loss Harvesting
There can be a silver lining in the storm clouds of market declines. It comes by offsetting capital gains with capital...
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When a Pandemic Catches You and Your Estate Plan Off Guard
There’s nothing like a worldwide pandemic to expose the things that are missing in our lives. They can be as mundane as...
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April 14, 2020 Update: How the CARES Act Affects Retirement Planning
There are significant provisions related to retirement funds within the Coronavirus Aid, Relief, and Economic Security...
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April 9, 2020 Update: When Markets are Moving, Think Rebalancing
Considering how much markets have fluctuated over the past month, now could be an opportune time to rebalance...
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April 7, 2020 Update: Gimme Shelter—Why Diversification Can Pay in a Down Market
Having a diverse investment portfolio doesn’t eliminate the risks of investing. However, it can pay off. How? By...
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March 31, 2020 Update: CARES Act – Recovery Rebates to Assist Individuals & Families
The CARES Act, signed last week, could soon put cash directly into your pocket. The U.S. Treasury will send up to $1,200...
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March 26, 2020 Update: Three timely perspectives about today's market
During these fast-paced times, it’s important to maintain perspective, pause and reflect. Part of that involves learning...
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