
The CARES Act
My Thoughts on the CARES Act – Late last week Congress passed and President Trump signed, the largest economic bill in U.S. history. ...

COVID-19 Market Update
Coronavirus (COVID-19) market update Topics of discussion include: - How is the virus affecting the markets and economy - How low will...

Coronavirus, World Events, & Your Money
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...

Strategies for Managing Behavior during a Pandemic
Over the last few days, we have certainly seen some volatility in financial markets, and we are suddenly all getting used to the word...

2020 Q1 Market Outlook
1st Quarter Market Outlook for 2020 Topics of discussion include: - 2019 market summary - Looking into the past to get a glimpse of the...

25 Years (1994-2019) - That’s a Wrap!
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....

SECURE Act Passed
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...

A Season For Tax Management
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...

2019 Q4 Market Update
4th Quarter Market Update Topics of discussion include: - With the longest bull market in history, where do we go from here? - Will...

Trade War Escalates
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...