While I’m incredibly proud of my current work as a financial advisor, and previously as a CPA, the financial industry as a whole hasn’t made my job easy. Unfortunately, the financial planning industry only makes the news when something bad happens, take this headline that circulated last...
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Football season is upon us yet again and I, for one, could not be happier. For me, the return of the NFL every year is part of such a nice routine: the kids are back in school, fall is around the corner. The weather will start to cool at some point, the holiday season isn’t […]...
I went back and forth on the following opening and how best to phrase it: Believe it or not, we’re only about 75 days away from the election, or… Somehow, we still have 75 loooong days until the election. I’ll let you choose which one fits your current mood better. Nevertheless, the election i...
I was in the middle of another piece about market basics when I heard the news that John Prine had passed away due to COVID-19. Prine was one of the great American singer-songwriters, though he flew a bit more under the radar than others in his class. I was fortunate enough to discover his music [&h...
Over my lifetime, the U.S. has experienced eight bear market cycles, and in each, it was tempting to think “this time is different.” Now here we are in 2020, and the current crisis is different from the others–not in the depth of the market declines, or in what we know we need to do as [&h...
The coronavirus has wreaked havoc on the global economy, and many of us have no reference point with which to gauge its severity and long-term impact....
We would like to share some important updates about how we are protecting our clients, partners and employees as we face the evolving challenge COVID-19 presents to communities and businesses across the country. Because we are committed to putting clients first and communicating transparently with y...
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