Dear Clients & Friends, This week, we are discussing college cost data for the 2020-2021 school year, as well as 2020 FAFSA data. Given...

Dear Clients and Friends, It’s been a little while since we’ve discussed coronavirus outside the context of the Presidential election....

Dear Clients & Friends, This weekend, we have a short update to our analysis of the 2020 election. As of today, we are awarding Joe Biden...

Dear Clients & Friends, In the week following our last article about the presidential election, the most common questions we’ve been...

Dear Clients & Friends, Due to the need for validation of our data, this weekend’s reading comes to you a little late. But, better late...

Dear Clients and Friends, This weekend, we continue our series of COVID-19 updates by examining recent virus trends, as well as a...

Dear Clients & Friends, Today we write simply to wish everyone a happy and , healthy holiday weekend. However, it would not be our style...

Dear Clients and Friends, A few weeks ago, we briefly wrote about the stock market’s seemingly irrational recovery and explored some of...

Dear Clients & friends, Without much to write about this weekend, we thought we’d entertain you with a reminder of how ridiculous news...

Dear Clients & Friends, This week, we have an economic risk update courtesy of our good friends Brad McMillan and Sam Millette. Before we...

Dear Clients and Friends, We’re back!! It’s time to jump back into our weekend readings after taking a few weeks off during tax season....

I am Hmong. I am Asian American. I am a descendant of refugees. I have experienced racism firsthand. I have been discriminated against,...

Dear Clients and Friends, I want to begin this weekend’s reading by addressing the very real human impact that this pandemic is having on...

Dear Clients and Friends, The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), signed into law on March 27, 2020, includes...

Dear Clients and Friends, Sit back and settle in, because this week’s update is a long one. We’re going to present a simple layperson’s...

We’re hunkering down, sheltering in place, and venturing outside only to gather vital supplies. Meanwhile, Spring is marching forward and...

Dear Clients and Friends, We’re taking a much-needed break from the Weekend Reading this week. There are no material changes to our...

Dear Clients & Friends, We, along with many other respected financial professionals, are bewildered by the market’s recent strength....

Dear Clients & Friends, On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act)...

Dear Clients & Friends, I thought that another COVID-19 update would be welcomed. First and foremost, I want to remind everyone that, in...