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

Has the Federal Reserve done enough? Will we see negative interest rates?

Has the Federal Reserve done enough? Will we see negative interest rates?

October 1, 2020 9:25 am

Before COVID hit, a few family members and I were competing in our own version of Biggest Loser, trying to see who could lose

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Be Prepared for Your First-Time Home Purchase

Be Prepared for Your First-Time Home Purchase

September 14, 2020 10:39 am

Clients often ask me what one can do to best prepare for buying a house, especially for the first time. If you are considering

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A Tale of Two Bridges

A Tale of Two Bridges

September 8, 2020 11:40 am

The question I get most often from clients is, “Why is the stock market doing so well when the economy is suffering?” For most

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The Time Has Come to Scrap the RMD

The Time Has Come to Scrap the RMD

August 24, 2020 12:33 pm

Before we get to why I believe that we should finally put an end to the outdated and unnecessary Required Minimum Distribution (RMD) rule,

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My employer just offered me an early retirement package, what do I do?

My employer just offered me an early retirement package, what do I do?

August 17, 2020 1:15 pm

Last week Brown University announced they would be offering an early retirement package to some of their staff. Dubbed the “Staff Voluntary Retirement Program”,

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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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