Blog
June Client Update
The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends). From that January 3 closing high through the recent low on...
Read MoreStock Market Update
After a partial recovery from bouts of volatility in mid-January, markets have turned bumpy again over the past few weeks. Several concerns have contributed to these movements. These include recent Russia-Ukraine events........
Read MoreFall 2021 Tax Proposals
Dear Client: As the Tax Cuts and Jobs Act of 2017 (TCJA) sunset provisions (generally 12/31/2025) get closer every day, many tax and fiscal issues remain uncertain. Today, it appears that tax legislation may be in the offing once again...
Read MoreThe Calculated Investor
Recent market movements, events and thoughts on investing Market performance Markets have advanced so far this year, as vaccination numbers grew and new infections stabilized. U.S. stocks, as well as developed foreign and emerging...
Read MoreInterest Rates Market Update
You may have seen news reports about recent interest rate movements in the media. We want to keep you informed as to what is going on in the markets and offer our perspective on what that means for you and your portfolio....
Read MoreShow All
The Finance of Remarriage
Getting remarried includes merging two well-established financial and emotional lives. Both partners bring accumulated assets, debts, forged spending habits, obligations and perhaps children to the relationship. Determining how to...
Read MoreWhy People Want Independent Financial Advice
Why People Want Independent Financial Advisors In some cases, “independent” is better. Times have changed – and so have financial advisors. Today, people don’t want financial advice from a salesman. Instead,...
Read More