Our Blog provides viewpoints on a variety of issues and is designed to engage you in various discussions and encourage feedback.
Market Optimism
November 9, 2020 11:20 amOur investment committee went into the election feeling quite positive about the equity markets for 2021. The outlook looked constructive whether the election produced
Read MoreHas the Federal Reserve done enough? Will we see negative interest rates?
October 1, 2020 9:25 amBefore COVID hit, a few family members and I were competing in our own version of Biggest Loser, trying to see who could lose
Read MoreBe Prepared for Your First-Time Home Purchase
September 14, 2020 10:39 amClients often ask me what one can do to best prepare for buying a house, especially for the first time. If you are considering
Read MoreA Tale of Two Bridges
September 8, 2020 11:40 amThe question I get most often from clients is, “Why is the stock market doing so well when the economy is suffering?” For most
Read MoreThe Time Has Come to Scrap the RMD
August 24, 2020 12:33 pmBefore we get to why I believe that we should finally put an end to the outdated and unnecessary Required Minimum Distribution (RMD) rule,
Read MoreMy employer just offered me an early retirement package, what do I do?
August 17, 2020 1:15 pmLast week Brown University announced they would be offering an early retirement package to some of their staff. Dubbed the “Staff Voluntary Retirement Program”,
Read MoreCOVID-19 is Advancing Greater Interest in ESG Investing
July 20, 2020 9:26 amIf you are a supporter of ESG investing (combining traditional investing with environmental, social and governance related issues), then COVID-19 may have a silver
Read MoreStates Are Reopening, Are Consumers Starting to Spend?
June 18, 2020 11:23 amYou will often hear, “so goes the consumer, so goes the United States economy.” This is a phenomenon that has grown during my lifetime,
Read MoreThe Potentially Troublesome Issue With the Stock Market and the S&P 500
May 28, 2020 3:08 pmThere is no perfect measure to say how the stock market in the US is performing. Every major index you see mentioned on the
Read MoreWho is Right-The Markets or the Economic Data?
May 26, 2020 11:08 amSo 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
Read More