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Thursday, September 23, 2021

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...

Tuesday, April 27, 2021

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...

Saturday, February 27, 2021

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....

Saturday, December 5, 2020

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...

Thursday, October 1, 2020

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,...