Building New Beginnings
Women BUILD Summer/FALL 2021 Current Build Day: Saturday, September 25th Do you remember racing home when something maybe scary or wonderful just happened? Do you remember wanting to share the […]
A Roth IRA Can Be a Great Gift
What is a Roth IRA? Just to review – what is a Roth IRA? A Roth IRA is funded with “after tax” dollars, grows free of all income and capital […]
Quarterly Comments – Expansion or Explosion?
Why have markets moved up so dramatically in an environment of chaos, uncertainty, and severe economic distress? Next question might be: why has the bond market remained as relatively calm […]
Spring Cleaning Your Estate Documents
Spring cleaning is more than just an expression- it’s time to review your essential documents like Wills, Trusts and Insurance Polices.
What a Year It Has Been!
Poised as we are on the close of 2020, I struggle to sum up in a few words where we are in the financial trends which direct (or impede) the […]
Quarterly Comments: Mixed Messages or Acceleration?
The market is up — way up — and the economy is “not so much.” What might explain this disconnect?
Quarterly Comments: Market Disconnect?
To attempt to make any comment in the middle of a pandemic, and I do think we are in the middle not the end, is to invite a list of […]
What Just Happened…and When Will it End?
Let’s start with a very short recap – The high of the US stock markets occurred in February, but by the end of the 1st quarter the S&P 500 Index […]
Why This Time?
The Global Stock Markets have declined this past week somewhere between -10% and -13% depending on which index you look at. For us here in the US, where the Dow […]
Quarterly Comments: February 2020
“Still Lower for Still Longer” seems to sum up where we are for interest rates, inflation, many sectors of the economy as well as many financial assets – all except […]
