Our Blog



    Hesitation

    Markets are clearly pausing to digest summer’s strong gains and investors are reassessing valuations as they look forward.

    Financial Insights

    August 2020 Market Commentary

    Global equity prices posted strong gains for the fifth consecutive month.

    Financial Insights

    The Bull Is Back... Will It Keep Coming?

    Although the strong comeback is good news for investors, there is a striking disconnect between the market and an economy still struggling.

    Financial Insights

    July 2020 Market Commentary

    Patient investors have been rewarded, but markets could turn dicey as November nears and polls narrow.

    Financial Insights

    Q2 2020 Market Comments

    After one of the worst first quarters in history, equity markets staged an impressive comeback in the three month period ended June 30.

    Financial Insights

    Small Businesses Eligible for Relief Programs During COVID-19 Crisis

    Congress passed several pieces of legislation with provisions to help small businesses shore up their coffers and keep employees on the payroll.

    Taxes Financial Planning

    Watch Out For Coronavirus Scams

    The FTC has received over 20,000 COVID-19 related complaints since January 1, 2020.

    Financial Planning

    CARES Act: Retirement Plan Relief Provisions

    For those seeking to preserve their retirement funds, certain required minimum distributions from retirement funds have been suspended.

    Retirement Financial Planning