Quarterly Investment Outlook

June 30, 2020

Are Investors Too Optimistic?  The market’s March decline was on rampant fear without any real data.  As we saw the...

How the CARES Act Benefits You

June 16, 2020

  The Coronavirus Aid, Relief, and Economic Security Act, or what you probably know as the CARES Act, was passed in late...

It’s Impossible Not to Reach Out

June 5, 2020

Two years ago, I launched a mentoring group for undergraduate and early career women interested in the financial services...

Turning to Spring Cleaning? Add Your Finances

April 30, 2020

Maybe you haven’t noticed that Spring is upon us.   In social isolation,  though, perhaps you have taken on even more spring...
NYSE, new york stock exchange

Quarterly Investment Outlook

April 6, 2020

As this quarter ended, we all endured a month with some of the worst and best single days in stock market history. The S&P...
stock market volatility

Volatility Continues

March 17, 2020

This is usually the week I start penning my quarterly investment newsletter.  Like many of you, we are working from home and...
stock market volatility

Market Looks like a Panic- 3/12/2020

March 12, 2020

I thought yesterday looked like a classic "panic" market, moving down way ahead of information. Such are event driven bear...

Early Thoughts on Market Volatility in 2020

February 27, 2020

As of this morning, the equity market is down over 10% from its recent high, a correction by some definitions. As I have shared...

Valentine’s Day is for Love (and Life Insurance)

February 10, 2020

Are you debating between candy or flowers this Valentine’s Day?  We are all getting more and more creative in the ways we tell...

2020 Five Star Professional

January 31, 2020

We’re thrilled to announce that Liz Miller has been named a Five Star Professional “Five Star Wealth Manager” for 2020!...

What You Need to Know about the SECURE Act

January 15, 2020

The new Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was passed with the goal of making it easier...

Investment Outlook- Parting of the Clouds

December 24, 2019

The decade is ending on a high note, but the journey was anything but celebratory.  As the market worked higher and higher in...