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...
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...
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...
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...
The Gift of Giving
December 12, 2019
As we sit here at the end of 2019 enjoying the start of the holiday season, we can't help but feel this is a year to...
Did You Leave Behind Your Old 401(K)?
November 12, 2019
I just helped a new client consolidate old 401k accounts. They were tired of the hassle of multiple statements, old...
Putting Candy Aside for the Future
October 14, 2019
When I was a child I went trick or treating with a bright orange plastic pumpkin. Walking around the neighborhood, I might fill...
Quarterly Investment Note
October 6, 2019
The Summer Didn't Change Anything Despite recently disappointing data for the manufacturing sector, the economy over all remains...
How Women Can Change the Financial Statistics
August 2, 2019
Our mothers and grandmothers fought for equal rights over 50 years ago and many things have changed since then for our own...