Insights
Our vision of wealth extends far beyond the boundaries of the stock market. Read on to discover our observations, explanations, and experiences in helping individuals, families, and foundations build enduring wealth.
Archived Articles
The Coronavirus Stimulus Package
Changes to Retirement Accounts Adding Flexibility for Investors
Today President Trump signed into law a new bill that provides over $2 Trillion dollars of stimulus to the United States economy and provides some important flexibility for investors. Unique Changes to Retirement Account Rules...
Read More
Crises and Long-Term Performance
A Long-Term Perspective
Crises occur.  Sometimes they are predictable due to a buildup of excesses (e.g., The Tech Bubble circa 2000 and the Global Financial Crisis circa 2007-2009), and sometimes they occur due to unforeseen and unpredictable events.  T...
Read More
Stock Market Contractions and...
Endurance Has Paid Off
There have been 8 market contractions and expansions since 1973 with declines over 10%. In this 9th contraction, we don't know when things will improve, but we can see from the chart that investors that maintained confidence and...
Read More
Downturns and Recoveries
The U.S. Market Recovery after Financial Crises
If you are an investor, the current market volatility is certainly front of mind.  Today we share a Morningstar® graph illustrating the amazing recovery of the U.S. Markets after past financial crises. U.S. Market Recovery A...
Read More
Update on COVID-19
March 12, 2020
You may be asking yourself how do I weather the storm we are in today? Our answer is simple. Stay calm and invest wisely. With the equity markets having their biggest one-day decline since 1987, we wanted to give you an update on...
Read More
February 2020 Newsletter
The Upside to a Down Market: Tax-Loss Harvesting
There are two things on many investors’ minds at the moment: the looming tax deadline, and the current state of the stock market. Neither can be avoided. (I sometimes wonder if the old saying should be revised to, “Nothing is cer...
Read More
Risk Aversion – Is It a Fad...
The Spreading Concerns from the Coronavirus
With all of the angst appearing in the financial markets, the Coronavirus (COVID-19) has finally made its mark in history as probably one of the most talked about subjects on social media. We have read quite a bit about the...
Read More
In the Beginning…
Our Origin Story. 18 Years and Counting.
A few weeks ago, a client made a simple statement. “The day I call your office and can’t reach a real person with real answers will be the day I know it’s time to move on.” His words confirmed one very important thing: that we’ve ...
Read More
December 2019 Newsletter
Feeling SECURE in Retirement
In the midst of all the impeachment news Congress and the White House have passed and signed a year-end government spending bill that has some significant changes for retirement savings.  This legislation is named the SECURE Act ...
Read More
November 2019 Newsletter
Thanksgiving
It’s that time of year again when we ponder what we are thankful for.   This year we are thankful for our clients.  So many of you have dedicated your lives to doing good and giving back to society.  One of our clients formed a ch...
Read More

Continue the conversation.

Let’s Chat