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  • Apr 23 2020
    Client Newsletter 2Q20

    Our lives have changed dramatically over the last few weeks. We have made adjustments to how we invest your money and help you plan for the future...

  • Apr 1 2020
    SECURE Act of 2019
    How 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 2020
    Separating 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 2020
    white ceramic mug on white table beside black eyeglasses
    Investment 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.

  • Mar 2 2020
    black Android smartphone near ballpoint pen, tax withholding certificate on top of white folder
    How can I prepare for tax season?

    Truth is, most of us don’t understand the tax code. As tax season quickly approaches, here are some suggestions that might help your planning process.

  • Feb 25 2020
    shallow focus photograph of black and gray compass
    Investment Update: February 2020 

    Due to recent market volatility, I want to give you an update on how we're reducing risk exposures while staying the course on your unique needs and goals.

  • Feb 6 2020
    Contributing to Your IRA by April 15 Could Lower Your 2019 Tax Bill

    Here is your annual reminder to contribute to your IRA by April 15th for a potentially lower tax bill before you file your tax return.

  • Feb 1 2020
    How can I develop financial discipline in my life?

    So many of us are consumed with contributing to our retirement accounts that it’s easy to ignore our budget and unleash our impulsive spending habits...

  • Jan 20 2020
    Client Newsletter 1Q20

    We had an incredible 2019, but will that create some unhealthy financial habits? Read Petr's thoughts on 2019 and what to look forward to in 2020.