Dear Clients & Friends, I thought that another COVID-19 update would be welcomed. First and foremost, I want to remind everyone that, in addition to reducing...

Dear Clients and Friends, This month is B-Corp month. We are encouraging everyone to embrace the movement and chose B-Corp services and products wherever pos...

Dear Clients and Friends, Since we composed our last message to you on Thursday morning, the Dow dropped an additional 1500 points. In our view, the market e...

Dear Clients and Friends, From its previous high, the Dow is down 10% in a very short period of time. We are officially in correction territory, and the Coro...

Dear Clients and Friends, I am pleased, though hesitant, to report that the economy has gotten a little bit better. It’s a convoluted thing to say: the econo...

Dear Clients and Friends, In late December, several long overdue changes to the governance of IRAs were signed into law. The “SECURE Act” (Setting Every Comm...

Over the next two weeks, we will be preparing our 2020 investment market outlook. But for this week, as we do each year, we have compiled a

Dear Clients & Friends, It’s time for our monthly risk update.  Not much has changed since last month, except that the President wants to delay tariff negoti...

Dear Clients and Friends, There has been a lot of talk recently about the “wealth taxes” that have been proposed by a few of the Democratic presidential cand...

Ever heard of FOMO?  “Fear of missing out.”  Because we think mutual fund managers are suffering from that ailment at this very moment!! Dear Clients and Fri...

Dear Clients & Friends, There has been a lot of talk recently about “the yield curve” and, more specifically, an “inverted” yield curve.  News pundits say th...

Dear Clients and Friends, I’d like to tell you a short story regarding an unfortunate and poorly timed tax bill that a client of ours recently received. This...