Personal Finance Blog

Our investment committee went into the election feeling quite positive about the equity markets for 2021. The outlook looked constructive whether the election produced

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

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

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

Before we get to why I believe that we should finally put an end to the outdated and unnecessary Required Minimum Distribution (RMD) rule,

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

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

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

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

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