Knowledge & Insights

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...

June 16, 2020

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

June 5, 2020

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

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...

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...

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...

March 12, 2020

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

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...

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...

January 31, 2020

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

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...

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...

Top