Sep 11 2020Investment Update and Comments on Jobs (How Many and How We Work)
We wanted to address a couple of points following last week’s update. We have gone slightly more defensive in your portfolios...Apr 1 2020How SECURE Should We Feel about DC’s New Tax Laws?
In the last weeks of 2019, congress passed numerous new laws that have investors scratching their heads. Let’s look at the SECURE Act to find out why...Mar 18 2020Separating Emotions from Investing is Key to Surviving Coronavirus.
These last few weeks have been a roller coaster. Here's what we have been doing and what you can do in this time of uncertainty...Mar 6 2020Investment Update: Did the Market Just Catch a Cold, or Is It Terminally Ill?
In this update, I want to cover a few areas that could suggest stabilization in the market and also a few caution signs we are carefully watching.