Our Blog provides viewpoints on a variety of issues and is designed to engage you in various discussions and encourage feedback.

COVID-19 is Advancing Greater Interest in ESG Investing

COVID-19 is Advancing Greater Interest in ESG Investing

July 20, 2020 9:26 am

If you are a supporter of ESG investing (combining traditional investing with environmental, social and governance related issues), then COVID-19 may have a silver

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States Are Reopening, Are Consumers Starting to Spend?

States Are Reopening, Are Consumers Starting to Spend?

June 18, 2020 11:23 am

You will often hear, “so goes the consumer, so goes the United States economy.” This is a phenomenon that has grown during my lifetime,

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The Potentially Troublesome Issue With the Stock Market and the S&P 500

The Potentially Troublesome Issue With the Stock Market and the S&P 500

May 28, 2020 3:08 pm

There is no perfect measure to say how the stock market in the US is performing. Every major index you see mentioned on the

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Who is Right-The Markets or the Economic Data?

Who is Right-The Markets or the Economic Data?

May 26, 2020 11:08 am

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 its

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Is It A Good Time To Refinance?

Is It A Good Time To Refinance?

May 8, 2020 3:50 am

I get this question a lot from friends and clients: “Should I refinance my mortgage?” The answer is not always so simple.  In fact,

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The Stability of Your Financial Plan During Volatile Times

The Stability of Your Financial Plan During Volatile Times

May 6, 2020 9:55 am

During these unprecedented times, many clients are wondering if their goals have been derailed and if so, what it will take to get them

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What Could a Market Recovery Look Like?

What Could a Market Recovery Look Like?

April 13, 2020 9:28 am

In hindsight, it appears surprisingly easy to shut down an economy - we just did it in a few short weeks.  I suspect it

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A Potential Silver Lining in the Reality of our Current Recession

A Potential Silver Lining in the Reality of our Current Recession

April 3, 2020 4:35 pm

One of the constant comments from market participants and the talking heads on TV is that the investing community has no historical experience to

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The CARES ACT – Three Important Provisions That Could Impact You

The CARES ACT – Three Important Provisions That Could Impact You

March 30, 2020 9:58 am

The relief bill known as the CARES Act was signed into law on Friday, March 27, 2020. It is designed to serve as a

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Can a Recession Save us from the Coronavirus?

Can a Recession Save us from the Coronavirus?

March 16, 2020 12:28 pm

The first change I noticed was early last week, before any state of emergency had been declared in Rhode Island, Massachusetts, or the US.

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