A Tale of Two Bridges
The question I get most often from clients is, “Why is the stock market doing so well when the economy is suffering?” For...
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The Time Has Come to Scrap the RMD
Before we get to why I believe that we should finally put an end to the outdated and unnecessary Required Minimum Distribution (RMD)...
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My employer just offered me an early retirement package, what do I do?
Last week Brown University announced they would be offering an early retirement package to some of their staff. Dubbed the “Staff Voluntary Retirement...
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COVID-19 is Advancing Greater Interest in ESG Investing
If you are a supporter of ESG investing (combining traditional investing with environmental, social and governance related issues), then COVID-19 may have a...
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States Are Reopening, Are Consumers Starting to Spend?
You will often hear, “so goes the consumer, so goes the United States economy.” This is a phenomenon that has grown during my...
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The Potentially Troublesome Issue With the Stock Market and the S&P 500
There is no perfect measure to say how the stock market in the US is performing. Every major index you see mentioned on...
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Who is Right-The Markets or the Economic Data?
So what gives with the markets? Let’s use the S&P 500. It was down 33.9% from its 2020 high on February 19th to...
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Is It A Good Time To Refinance?
I get this question a lot from friends and clients: “Should I refinance my mortgage?” The answer is not always so simple. In...
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The Stability of Your Financial Plan During Volatile Times
During these unprecedented times, many clients are wondering if their goals have been derailed and if so, what it will take to get...
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