Blog
1st Quarter of 2021
April 12, 2021
A long time ago (or maybe not that long ago), we had a contested Presidential election, where many had fears of a significant decline in market values if the result was a “Blue Wave”.
Read more »
Market Letter: Week of 1/25/21
January 22, 2021
I would like to wish you and your family a happy new year and hope everyone is safe.
Read more »
4th Quarter of 2020
January 22, 2021
I would like to wish you and your family a happy new year and hope everyone is safe.
Read more »
3rd Quarter of 2020
October 14, 2020
We hope that everyone enjoyed their summer and are wishing those with kids and/or grandkids a safe and happy return to school.
Read more »
2nd Quarter of 2020
July 21, 2020
I hope you and your family members are safe and healthy. It seems as though we have gone through a lifetime of events since my last letter.
Read more »
Deciding When to Retire: When Timing Becomes Critical
June 12, 2020
Deciding when to retire may not be one decision but a series of decisions and calculations.
Read more »
April 2020 Letter
April 9, 2020
Much has changed since last quarters letter not only in our day to day living but the way we will live going forward.
Read more »
March 2020 Letter
March 30, 2020
THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (H.R. 748), WHAT 401K AND IRA OWNERS SHOULD KNOW
Read more »
Epidemics and Stock Market Performance
March 5, 2020
There are many factors that can impact stock market returns, but one concern of investors today is how the stock market will be impacted by a major epidemic or outbreak.
Read more »
January 2020 Letter
January 10, 2020
I hope you enjoyed a festive holiday season with your families. We wish you a happy, healthy and prosperous 2020.
Read more »
Market Volitility
October 8, 2019
Fall has finally arrived and truly welcomed as temperatures soared this past summer. Many of us suffered through all time heat records.
Read more »
Market Volitility
August 8, 2019
I hope you and your family are enjoying the summer. I wanted to send out this letter to discuss the recent equity market volatility.
Read more »
1st Quarter of 2019
April 9, 2019
As the 1st quarter of 2019 has come to an end, we celebrate Spring and the amazing performance both the bond and stock markets returned so far this year.
Read more »
SUDDEN WEALTH
Congratulations on your windfall!
Here's how to use it wisely
April 2018
What would you do with an extra $10,000? Maybe you'd pay off some debt, get rid of some college loans, or take a much-needed vacation.
Read more »
Dividing the bill is an awkward moment in some instances
January 2018
My wife made plans with two other couples to go out on a Saturday night.
Read more »
