April 3, 2020

My Thoughts on the CARES Act –

Late last week Congress passed and President Trump signed, the largest economic bill in U.S. history.  The Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act”) became law. The cost of the bill is anticipated to be over $2 tr...

Coronavirus (COVID-19) market update


Topics of discussion include:
- How is the virus affecting the markets and economy  

- How low will the market go?

- Dislocations in the bond/fixed income market

- Should we buy the dip?

- Thoughts on government stimulus 


For more vid...

March 12, 2020

As of today, the S&P500 is down about 20% from its high set earlier this quarter and the Coronovirus has spread throughout many US cities and entire regions in Europe and Asia. While the world is witnessing various subsets of its economy shut down for public health reason...

February 27, 2020

Over the last few days, we have certainly seen some volatility in financial markets, and we are suddenly all getting used to the word "pandemic".  As I’m writing this article, the S&P 500 is down approximately 11% from its all-time high in a little less than a week.  For...

1st Quarter Market Outlook for 2020

Topics of discussion include:
- 2019 market summary 

- Looking into the past to get a glimpse of the future

- Potential market correction in 2020

- Strategies to take advantage of volatility 

For more videos, check out our or our YouTube...

December 31, 2019

As we say farewell to 2019 and look to the future, we wanted to thank you all for an amazing 25 years serving the community. Interestingly, the last 18 months have been a microcosm of the investment landscape we have observed in the past 25 years. 18 months ago, many were...

December 27, 2019

How the SECURE Act Could Impact your Retirement Plan


The bill was signed into law on December 20th. What is in The SECURE Act (Setting Every Community Up for Retirement Enhancement) and how will it affect your retirement plan when the Act takes effect on January 1, 2020?...

November 8, 2019

It is that time of the year again. No, I don’t mean football season or the turning of the leaves… What I mean is that it is time to start working on tax management. October is usually the month when we begin reviewing our taxable accounts with a specific focus on tax oppo...

4th Quarter Market Update

Topics of discussion include:
- With the longest bull market in history, where do we go from here?

- Will the strength of the U.S. consumer carry the economy?

- How does the market volatility impact your portfolio?

For more videos, check out our...

August 6, 2019

Unfortunately, I think we all need to get used to this sort of headline. Yesterday, both the U.S. and China took additional steps to further their own trade agendas. It would seem that these steps are moving our two nations further away from finding an agreement.

In the...

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