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

Why the Stock Market Cares So Much About the Coronavirus

Why the Stock Market Cares So Much About the Coronavirus

February 5, 2020 12:28 pm

For the last few weeks, it feels like the stock market has been responding positively and negatively to every new piece of information around

Read More
Outlook 2020: The Pause Effect

Outlook 2020: The Pause Effect

January 3, 2020 9:16 am

Our 2020 Market Commentary was written before the killing of Iranian Maj. Gen. Qassim Suleimani. The military action does not change our outlook but

Read More
Planning for a Disabled Child

Planning for a Disabled Child

December 23, 2019 10:22 am

Caring for a disabled child requires planning for the near term and the future but understanding the best strategies to utilize can be challenging,

Read More
Get the Checklist: Organizing Your Finances for the New Year

Get the Checklist: Organizing Your Finances for the New Year

December 19, 2019 9:56 am

New year, new budget! The holidays are over, the new year has arrived, and we’ve begun a new year to meet your financial goals.

Read More
Changes to RMDs may be delayed, but more potentially impactful ones could be coming your way

Changes to RMDs may be delayed, but more potentially impactful ones could be coming your way

November 15, 2019 10:11 am

Over the summer I wrote a blog about how the Senate and the House were independently working to change the timing of when retirees

Read More
The Unpredictable Nature of Investor Psychology

The Unpredictable Nature of Investor Psychology

October 28, 2019 9:54 am

One of the standard topics at our meetings with clients is our market outlook. Recently I have noticed that clients are more attentive than

Read More
Life Insurance Considerations

Life Insurance Considerations

October 7, 2019 11:52 am

Whether you are starting a family or nearing retirement, there are considerations to be made as to your need for life insurance. Many people

Read More
Destination Homes: Home Sales Have Gone the Way of the Wedding

Destination Homes: Home Sales Have Gone the Way of the Wedding

July 29, 2019 12:24 pm

I found myself ranting in front of a client the other day (something I rarely do.). It was about the real estate market. Not

Read More
Has Gold’s Time Come Again?

Has Gold’s Time Come Again?

July 9, 2019 1:55 pm

The last time we owned a dedicated position of gold in our portfolios was early 2013. Over the last six and a half years

Read More
The Top 5 Cybersecurity Questions You Should Ask Your Financial Advisor

The Top 5 Cybersecurity Questions You Should Ask Your Financial Advisor

June 24, 2019 1:22 pm

Cybersecurity in the News Many of us have become aware of serious data breaches over the last several years involving big companies such as

Read More
Read All