Our Blog provides viewpoints on a variety of issues and is designed to engage you in various discussions and encourage feedback.
The 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August 24, 2020 12:33 pmBefore we get to why I believe that we should finally put an end to the outdated and unnecessary Required Minimum Distribution (RMD) rule,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 MoreIs It A Good Time To Refinance?
May 8, 2020 3:50 amI get this question a lot from friends and clients: “Should I refinance my mortgage?” The answer is not always so simple. In fact,
Read MoreThe Stability of Your Financial Plan During Volatile Times
May 6, 2020 9:55 amDuring these unprecedented times, many clients are wondering if their goals have been derailed and if so, what it will take to get them
Read MoreWhat Could a Market Recovery Look Like?
April 13, 2020 9:28 amIn hindsight, it appears surprisingly easy to shut down an economy - we just did it in a few short weeks. I suspect it
Read MoreA Potential Silver Lining in the Reality of our Current Recession
April 3, 2020 4:35 pmOne of the constant comments from market participants and the talking heads on TV is that the investing community has no historical experience to
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