The Delta Factor
The après-COVID party is in full swing. Travel is booming. Restaurants are full. Real estate is on a roll. Even used cars are a hot...
- Jun 17, 2021
Despite Pandemic, Americans Are Saving for Retirement
The global pandemic has taken a grim toll on lives and livelihoods. Many have been laid off, furloughed, or taken on more debt to tide...
- Oct 15, 2020
Quarterly Economic Update: Third Quarter 2020
Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place....
- Oct 15, 2020
Proactive Year-End Tax Planning for 2020 & Beyond
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their...
- Aug 13, 2020
Low Interest Rates and Investors
Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting,...
- Jul 23, 2020
Second Quarter 2020
After a sharp waterfall drop in March, major equity markets advanced strong in the second quarter. Following the Dow Jones Industrial...