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...

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...
stock market volatility

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...