Markets continued their upward trajectory in the first quarter, after a remarkable run in a chaotic though profitable 2020. The vaccination tsunami has hit the beach, and stocks continue to soar to new highs. Everyone in our office has received their jab in the arm. It is a wonderful thing, and can only get better, […]
Our latest quarterly newsletter is available. Please follow this link to access a pdf version: April 2021 Newsletter. Nothing contained in this publication is intended to constitute legal, tax, securities or investment advice, nor an opinion concerning the appropriateness of any investment, nor a solicitation of any type and does not guarantee future results. The information […]
I’ve never been one to make or stick with resolutions – I’m still hoping to be an astronaut when I grow up – but I don’t think I’m alone. According to a recent Forbes article, about 80% of resolutions fail (most by the end of February), and in some cases make their owners end up […]
In coming decades, medical advances and healthy lifestyles will allow many Americans to live past 90 and in doing so, increase their likelihood of needing long-term care. Planning for long-term care and incapacity is something that most people would like to avoid, and we understand. Planning for an eventuality where we put our care in […]
Let us be grateful 2020 is finally behind us. No one saw the pandemic coming. We can at least enter 2021 with renewed hope for a better year. Two vaccines are currently being distributed, with a third due in early January. My 92 year-old father has had his first shot. Prospects for a better 2021 […]
Our latest quarterly newsletter is available. Please follow this link to access a pdf version: January 2021 Newsletter. Nothing contained in this publication is intended to constitute legal, tax, securities or investment advice, nor an opinion concerning the appropriateness of any investment, nor a solicitation of any type and does not guarantee future results. The information […]
One of the most important undertakings facing new parents – and grandparents – is planning and saving for the future educational expenses of the family’s new addition. As a new parent myself – of twins no less – it has become remarkably clear how expensive school will be in several years. As an example, the […]
What a year 2020 has been! If there has ever been a year that defied prediction, 2020 has been it. It serves as a good reminder that predictions are far from certain. That being said, financial planning is all about making educated predictions of the future and identifying future risks. Tax opportunities often come from […]
I reject the term “unprecedented times”. It seems that we are too often told that we are living in unprecedented times, that we should accept a new paradigm for the era, pretend that plague has never been visited upon humanity, and this is the most vicious election the US has ever been through. I say […]
Our latest quarterly newsletter is available. Please follow this link to access a pdf version: October 2020 Newsletter. Nothing contained in this publication is intended to constitute legal, tax, securities or investment advice, nor an opinion concerning the appropriateness of any investment, nor a solicitation of any type and does not guarantee future results. The information […]
