MAR
02

Panic is not a strategy

I’m sure you’ve seen the headlines, but if not, you should know that the global stock markets are dropping as a result of fears about the spread of th...
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JAN
24

2020: The View Going Forward

After 2019’s banner year in the equity markets (the best since 2013) and positive returns in most other asset classes, what can we expect in 2020 and ...
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JAN
17

2019 Market Review

2019 proved to be an exciting and profitable year for investors. The S&P 500, which tracks U.S. large-capitalization companies, returned 31.49% fo...
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JAN
09

Tensions in the Middle East

I’ve gotten some calls and emails from clients worried about the tensions in the Middle East, particularly with regards to threats Iran has made after...
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SEP
18

The Taxation of Investments

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you m...
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SEP
10

Pay Down Debt or Save for Retirement?

​You can use a variety of strategies to pay off debt, many of which can cut not only the amount of time it will take to pay off the debt but also the ...
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