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.
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...
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...
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...
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...
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...
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 ...
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 ...
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...
Every year, around the holidays, we get questions on how to lower tax bills and charitable giving always comes to the forefront of the conversation. How fitting that a gift can both be rewarding to the recipient, but reciprocal...
We are often asked to spend time with client's children to talk about how to go about saving and investing for the future. It can be a challenging exercise because investing can be quite complex, yet our goal is to make it simple...
