Estate Planning – Don’t Leave Home Without It

It is both easy and convenient to ignore the harsh truth of mortality.  While we try to focus on the good things in life and living in the present, acknowledging the inevitable throws a silencing wrench into our plans.  It cuts things short, causes disruptions, and...

Why Am I Doing This Again?

Through June 28th, the S&P 500 Index has tallied a -20% return over 68 negative trading days this year1.  With each additional negative day in the markets, investor confidence continues to erode.  As the emotional toll builds, it reaches a terminal velocity where...

Staying Focused Through Chaos

As we cross into the second week of the Russian invasion of Ukraine, investor willpower is being put to the test.  On top of the war, investors are combatting inflation concerns and impending interest rate hikes that have initiated selloffs across multiple financial...

Highlights of The American Rescue Plan Act of 2021

On March 11th, 2021, President Joe Biden signed the American Rescue Plan Act of 2021 into law, which will provide $1.9 trillion of economic stimulus in response to the continued effects of the COVID-19 pandemic. To help digest, below are some of the highlights we...

25 Years Ago

“What can we expect out of the stock market next year?” This question is posed regularly by investors, trying to get an edge on where the stock market might go tomorrow. While most hope this will bring some sense of clarity to an investment strategy, it is merely a...