Blog
Perspective
For some months, I’ve been chewing on what and whether to write, regarding the state of our nation. My decision [...]
2020 Market Recap
The stock market fell off a cliff in March of 2020, recovered nicely, and reached new highs during the fourth [...]
Choices
This morning, we will choose to forego discussion of the latest tax legislation, or updates on business planning or the [...]
How to Choose a Trustworthy Advisor
Do feelings of trust in someone automatically make them trustworthy? When it comes to selecting a financial advisor or advisory [...]
Retirement Plan Updates and Last Minute Tax Tips
The SECURE Act of December 2019 and the CARES Act of March 2020, along with corresponding regulatory guidance, has created [...]
Grateful
Our hope for you is that you enjoyed last week’s long Thanksgiving weekend. The events of the year have given [...]