Sep 20, 2021The Delta FactorThe 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, 2021Despite Pandemic, Americans Are Saving for RetirementThe 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, 2020Quarterly Economic Update: Third Quarter 2020Nearly 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, 2020Proactive Year-End Tax Planning for 2020 & BeyondOne of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their...
Aug 13, 2020Low Interest Rates and InvestorsInterest 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, 2020Second Quarter 2020After a sharp waterfall drop in March, major equity markets advanced strong in the second quarter. Following the Dow Jones Industrial...