Gloria HangJun 6Standing in Solidarity I am Hmong. I am Asian American. I am a descendant of refugees. I have experienced racism firsthand. I have been discriminated against, c...
Daniel LevinsonMay 29Covid-19 and Roth IRA Conversions Dear Clients and Friends, I want to begin this weekend’s reading by addressing the very real human impact that this pandemic is having on...
Amy KilleenMay 22The CARES Act 2020 RMD Waiver: What You Need to Know Dear Clients and Friends, The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), signed into law on March 27, 2020, includes...
Matthew RamerMay 19Coronavirus Update #8Dear Clients and Friends, Sit back and settle in, because this week’s update is a long one. We’re going to present a simple layperson’s u...
Amy KilleenApr 24Earth Day & Arbor Day 2020 We’re hunkering down, sheltering in place, and venturing outside only to gather vital supplies. Meanwhile, Spring is marching forward and...
Matthew RamerApr 17Short Weekend Reading With Some Humor Dear Clients and Friends, We’re taking a much-needed break from the Weekend Reading this week. There are no material changes to our stanc...
Matthew RamerApr 12Coronavirus Investment Update #7Dear Clients & Friends, We, along with many other respected financial professionals, are bewildered by the market’s recent strength. Alth...
Matthew RamerApr 4The CARES Act Dear Clients & Friends, On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) ...
Matthew RamerMar 28Coronavirus Update #6Dear Clients & Friends, I thought that another COVID-19 update would be welcomed. First and foremost, I want to remind everyone that, in ...
Matthew RamerMar 16Coronavirus Update #5 Dear Clients & Friends, At this point, we don’t have a lot of current news that you don’t already know. However, we’ve been reviewing rev...
Matthew RamerMar 9Coronavirus Update #4Dear & Clients & Friends It was a wild day on Wall Street. Today’s hysteria seems to be related not only to the Coronavirus, but to the o...
Matthew RamerMar 7It's B-Corp Month! Dear Clients and Friends, This month is B-Corp month. We are encouraging everyone to embrace the movement and chose B-Corp services and p...
Matthew RamerMar 4Coronavirus Update #3Dear Clients & Friends, On Monday we sold the position we entered into on Friday. Between Friday’s low when we bought in and the high of ...
Matthew RamerMar 1Coronavirus Update #2Dear Clients and Friends, Since we composed our last message to you on Thursday morning, the Dow dropped an additional 1500 points. In ou...
Matthew RamerFeb 27Coronavirus Update 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 ter...
Matthew RamerFeb 21A Positive Turn or Trouble in DisguiseDear Clients and Friends, I am pleased, though hesitant, to report that the economy has gotten a little bit better. It’s a convoluted thi...
Daniel LevinsonFeb 14The Secure Act Dear Clients and Friends, In late December, several long overdue changes to the governance of IRAs were signed into law. The “SECURE Act”...
Daniel LevinsonFeb 7Larry Fink 2020 Letter to CEOsDear Clients and Friends, At the beginning of every year, Larry Fink, the CEO of BlackRock Investment Management, publishes a letter to t...
Matthew RamerJan 10Key Numbers 2020Over 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
Matthew RamerDec 13, 2019December Market Risk UpdateDear Clients & Friends, It’s time for our monthly risk update. Not much has changed since last month, except that the President wants to...
