Our Blog



    February 2021 Market Commentary

    Corrections in equity markets are as inevitable as the passage of time but investors that remain focused on a coherent strategy and philosophy have in hand the best means to outpace inflation and to harvest real returns.

    Financial Insights

    GameStop, Reddit, and Market Mania: What You Need to Know

    At the heart of this story are two very different sets of investors: professional managers of multibillion-dollar hedge funds and a small army of individual investors connected through social media.

    Financial Insights

    January 2021 Market Commentary

    Global equity markets ended the first month of 2021 mixed. After a slow start, US benchmark indexes registered new all‐time highs around the time of the Presidential Inauguration.

    Financial Insights

    Consolidated Appropriations Act Provides Relief Individuals and Businesses

    The $900 billion emergency relief package represents a bipartisan effort to assist individuals and businesses during the ongoing coronavirus pandemic and economic crisis.

    Taxes

    Q4 2020 Market Comments

    December capped a strong 2020 fourth quarter performance by both domestic and global equities.

    Financial Insights

    New College Cost Data for 2020-2021 School Year

    Every year, the College Board releases updated college cost data and trends in its annual report.

    Financial Planning

    November 1 Begins Open Enrollment for Health Insurance Marketplaces

    Starting November 1, you can apply for health insurance coverage under the Affordable Care Act (ACA).

    Insurance

    Election 2020: Political Uncertainty Creates Potential Market Swings

    Emotions are running high, but it's generally unwise for long-term investors to upend their investment strategies based on election predictions or their own political biases.

    Taxes