Apr 16, 2020First Quarter 2020No one expected the longest bull market in history to see its demise brought on by a virus. While U.S. equity markets were able to...
Mar 5, 2020Market Volatility Update: Markets Go Up & Markets Go DownThe last few days of February created confusing and turbulent times for investors. The rough stock market fluctuations created a...
Feb 19, 2020Filing 2019 Income Taxes & Proactive Tax Planning for 2020Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals...
Jan 21, 2020Welcome to 2020Welcome to 2020! We hope that you and your family had an enjoyable holiday season. Each New Year symbolically offers the opportunity to...
Aug 6, 2019Strategies for Investors in a Volatile MarketDuring volatile times, many investors get agitated and begin to question their fundamental investment decisions and choices. This is...
Jul 30, 2019Second Quarter 2019The first half of 2019 brought very strong results for financial markets. Both equity and bond investors saw positive results leaving...