Our Blog



    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

    Lockdown Redux?

    Investors have been understandably shaken by the surge in reported cases of Covid‐19 and markets have reacted negatively to news reports highlighting uptrends in key states.

    Financial Insights

    Market Update

    Federal Reserve Chairman J. Powell served markets a dose of reality in Congressional testimony yesterday afternoon.

    Financial Insights

    May 2020 Market Commentary

    The April global equity rally continued through May, extending the strong gains registered since the markets’ lows in late March.

    Financial Insights

    April 2020 Market Commentary

    April provided relief for investment portfolios, perhaps far more than would have been expected in the wake of the six-week decline that ended in late March.

    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