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

Inflation is Coming, Learn Why!

Inflation is Coming, Learn Why!

March 29, 2021 10:25 am

I’m writing this blog on the first day of Spring, thinking about how different our lives are now from a year ago. I’m painfully

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American Rescue Plan Stimulus Checks: What Those on the Cusp of Eligibility Need to Know

American Rescue Plan Stimulus Checks: What Those on the Cusp of Eligibility Need to Know

March 15, 2021 9:29 am

The American Rescue Plan Act of 2021 is massive and complicated - impacting individuals, businesses, educators, state and local governments, while addressing the pandemic

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Three Considerations to Help Women Achieve Financial Independence

Three Considerations to Help Women Achieve Financial Independence

March 8, 2021 11:42 am

In honor of women’s history month, we acknowledge the many achievements and contributions women have made throughout the years, but we also recognize the

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How the CARES Act Suspension of RMDs will Affect Your Taxes

How the CARES Act Suspension of RMDs will Affect Your Taxes

February 11, 2021 9:49 am

Many folks took advantage of the fact that required minimum distributions (RMDs) from qualified accounts were suspended in 2020 due to the CARES Act.

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2021 Market Outlook

2021 Market Outlook

January 4, 2021 11:17 am

When my clients ask me for my 2021 Market Outlook, I gently laugh and say, “Well, let’s hope it is more accurate than last

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The Housing Market Is On Fire, Is It 2007 All Over Again?

The Housing Market Is On Fire, Is It 2007 All Over Again?

December 14, 2020 1:05 pm

One of the shining spots in the US economy right now is the housing market. Between seeing it firsthand in my own neighborhood and

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Market Optimism

Market Optimism

November 9, 2020 11:20 am

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

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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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