Testing the Waters of Financial Planning
As fiduciaries, we’ve discovered over the years that the idea of financial planning can be intimidating for some. In people who fear they haven’t saved enough or should have started […]
When is the Right Time to Plan for Retirement?
Just a few years ago, planning for retirement may not have been in the forefront of your mind. But the Covid years threw us all for a loop. During a global […]
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 […]