Matthew Ramer
Jan 22, 2021
New Stimulus Package
Dear Clients & Friends, As the world continues to struggle with COVID-19, we’ve seen economic softening as of late. We saw employment...
Matthew Ramer
Dec 24, 2020
Fun Holiday Trivia!
Dear Clients & Friends, We’re burning the midnight oil finishing all our year-end duties, but we certainly wanted to take the time to...
Matthew Ramer
Dec 18, 2020
COVID-19 Economic Damage Worsens
Dear Clients & Friends, This week, we share with you another periodic update on the Coronavirus pandemic and its economic impact. With...
Amy Killeen
Dec 11, 2020
2020 Annual Giving with Purpose
Dear Clients and Friends, Can you believe we’ve officially entered the holiday season? Along with the cold weather comes our Giving with...
Matthew Ramer
Dec 4, 2020
Cybercrime Alert - 2020 Holiday Season
Dear Clients & Friends, The technology team at Commonwealth Financial Network, our RIA-broker/dealer, has detected an increase in...
Matthew Ramer
Nov 25, 2020
College Data 2020-2022
Dear Clients & Friends, This week, we are discussing college cost data for the 2020-2021 school year, as well as 2020 FAFSA data. Given...
Matthew Ramer
Nov 13, 2020
Election vs. COVID-19
Dear Clients and Friends, It’s been a little while since we’ve discussed coronavirus outside the context of the Presidential election....
Matthew Ramer
Oct 30, 2020
The Last of the Elections
Dear Clients & Friends, This weekend, we have a short update to our analysis of the 2020 election. As of today, we are awarding Joe Biden...
Matthew Ramer
Oct 24, 2020
We're Predicting the Election!
Dear Clients & Friends, In the week following our last article about the presidential election, the most common questions we’ve been...
Matthew Ramer
Oct 11, 2020
Election 2020 Tax and Econ Comparison
Dear Clients & Friends, Due to the need for validation of our data, this weekend’s reading comes to you a little late. But, better late...
Matthew Ramer
Sep 10, 2020
Coronavirus Update #10
Dear Clients and Friends, This weekend, we continue our series of COVID-19 updates by examining recent virus trends, as well as a...
Matthew Ramer
Sep 3, 2020
Labor Day, Fun Facts, and Presidents
Dear Clients & Friends, Today we write simply to wish everyone a happy and , healthy holiday weekend. However, it would not be our style...
Matthew Ramer
Aug 13, 2020
Under the Hood of the S&P 500
Dear Clients and Friends, A few weeks ago, we briefly wrote about the stock market’s seemingly irrational recovery and explored some of...
Matthew Ramer
Aug 7, 2020
Headlines Stink!
Dear Clients & friends, Without much to write about this weekend, we thought we’d entertain you with a reminder of how ridiculous news...
Matthew Ramer
Aug 1, 2020
July Market Risk Update
Dear Clients & Friends, This week, we have an economic risk update courtesy of our good friends Brad McMillan and Sam Millette. Before we...
Matthew Ramer
Jul 23, 2020
We're Back! Coronavirus Update #9
Dear Clients and Friends, We’re back!! It’s time to jump back into our weekend readings after taking a few weeks off during tax season....
Amy Killeen
Jun 18, 2020
Creativity During COVID-19
Dear Clients and Friends, Many of us are fortunate enough to have extra free time on our hands during this period of lockdown. Using the...
Gloria Hang
Jun 5, 2020
Standing 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,...
Daniel Levinson
May 28, 2020
Covid-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 Killeen
May 21, 2020
The 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...