Quarter End Summary Q4 2020

The Year 2020 in 4 Charts The conclusion of 2020 left each of us experiencing a combination of change, adjustment, loss or struggle. However good or bad (or some roller-coaster variation of both), the year saw pockets of positivity and noteworthy change that reminded...

Quarter End Summary Q4 2020

The Year 2020 in 4 Charts The conclusion of 2020 left each of us experiencing a combination of change, adjustment, loss or struggle. However good or bad (or some roller-coaster variation of both), the year saw pockets of positivity and noteworthy change that reminded...

4 Financial Planning Topics for Year-End 2020

Title: 4 Financial Planning Topics for Year-End 2020 It is probably an understatement to call this year unusual, and that extends to the financial planning topics that our advisors are focused on heading into the end of 2020. We have divided the items in this article...

Perspective on the Second Quarter 2020

Perspective on the Second Quarter  Throughout the second quarter of 2020, we have begun to see the expected impact of the coronavirus on U.S. and world economies. Some areas are reopening, while others remain hot spots with record daily cases of the virus being...

Planning Ideas Around Retirement Accounts

Several new planning opportunities have been created by the CARES Act, the SECURE Act and the subsequent IRS guidance related to how these are affected by the extension of the tax deadline. In this article, we would like to share with you several of those planning...

Perspective on the First Quarter

We have all lived through a lot of change these past few months because of the coronavirus. Over the course of this coming year, the world will return to everyday routines, albeit with some differences. Some of us will be getting on airplanes for long-overdue visits...