Our Blog

Presidential Elections and the Markets – Is There a Connection?

Well the debates are complete, early voting has started in some states, and we are only days away from perhaps one of the most consequential elections of our lifetime. Over the past couple of weeks more than a few clients have asked us – what will be the impact on my portfolio if Trump wins, […]

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IRS Pushes Tax Filing and Payment Deadline to July 15!

Once in a while, even in these dark days, we get some good news, and this item is especially good news for the procrastinators among us. With spring skiing, mircro-breweries, restaurants, music venues, and even the local library and beaches shut down, I really don’t have a reason not to do my taxes…but our friends […]

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Recent Market Upheaval

We are waking up today to another very volatile day in the financial markets.  There has been panic selling overnight.  US stock futures are indicating stocks will decline 5%.  European and Asian stocks have declined as much overnight. The 10 yr. treasury bond yield, a benchmark for interest rates and a safe-haven asset, has fallen […]

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The Coronavirus and Market Declines

In light of the recent COVID-19 epidemic we wanted to reach out with a note helping to put the virus’ effect on markets into perspective. The material in this article was provided by Dimensional Fund Advisors (DFA) an investment company that provides mutual funds and ETFs that we use extensively in our portfolios1. The world […]

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Social Security Going Upside Down

One topic that hasn’t been discussed much in the current presidential race is the fact that Social Security’s costs are expected to exceed its income in 2020 for the first time since 1982; in other words, Social Security will be upside down. This will force the program to dip into its nearly $3 trillion trust […]

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The SECURE Act of 2020

In late December Congress passed and the President signed, we aren’t kidding – this is the real name of this legislation, the Setting Every Community Up for Retirement Enhancement (SECURE) Act – this legislation is now the law of the land. Where DC came up with the name is a mystery, but some of the […]

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Bringing Financial Planning to High School Students

This morning was a morning filled with pleasant unexpectedness.  I had the opportunity to attend a small career fair at my local high school.  I was nervous and genuinely excited!  Would these kids even know what a financial planner was?  How do I describe what I do? 

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