Dear Clients & Friends, At this point, we don’t have a lot of current news that you don’t already know. However, we’ve been reviewing...

Dear & Clients & Friends It was a wild day on Wall Street. Today’s hysteria seems to be related not only to the Coronavirus, but to the...

Dear Clients and Friends, This month is B-Corp month. We are encouraging everyone to embrace the movement and chose B-Corp services and...

Dear Clients & Friends, On Monday we sold the position we entered into on Friday. Between Friday’s low when we bought in and the high of...

Dear Clients and Friends, Since we composed our last message to you on Thursday morning, the Dow dropped an additional 1500 points. In...

Dear Clients and Friends, From its previous high, the Dow is down 10% in a very short period of time. We are officially in correction...

Dear Clients and Friends, I am pleased, though hesitant, to report that the economy has gotten a little bit better. It’s a convoluted...

Dear Clients and Friends, In late December, several long overdue changes to the governance of IRAs were signed into law. The “SECURE Act”...

Dear Clients and Friends, At the beginning of every year, Larry Fink, the CEO of BlackRock Investment Management, publishes a letter to...

Over the next two weeks, we will be preparing our 2020 investment market outlook. But for this week, as we do each year, we have compiled a

Dear Clients & Friends, It’s time for our monthly risk update.  Not much has changed since last month, except that the President wants to...

Dear Clients and Friends, There has been a lot of talk recently about the “wealth taxes” that have been proposed by a few of the...

Ever heard of FOMO?  “Fear of missing out.”  Because we think mutual fund managers are suffering from that ailment at this very moment!!...

Dear Clients & Friends, There has been a lot of talk recently about “the yield curve” and, more specifically, an “inverted” yield curve. ...

Dear Clients and Friends, I’d like to tell you a short story regarding an unfortunate and poorly timed tax bill that a client of ours...

Dear Clients & Friends, The Congressional Budget Office (CBO) recently released new research regarding a potential rise in the federal...

Dear Clients & Friends, This week’s topic may appear to be geared towards the children of our clients, such as young professionals and...

Dear Clients & Friends, The Tariff War has taken center stage as of late, so we thought we’d discuss why economists and financial...

Dear Clients and Friends, Over the years, there have been many updates to the legal requirements regarding written communication between...

Dear Clients & Friends, This weekend’s reading is important, so thank you for taking the time to read it. When the market fell more than...