Blog

March 3, 2021

Bitcoin’s above $50,000, the S&P 500 is above $3,800. There’s a lot of hurting out there...

February 12, 2021

Tax time is just around the corner. Here’s a couple of pointers that may help mitigate the cost...

January 29, 2021

I’m sure you’ve heard in the news this week about GameStop – the Reddit traders who...

December 30, 2020

So it’s the last video in what has seriously been an eventful year for all of our clients, for...

December 11, 2020

2020 is coming to a close. There are gifting opportunities. In fact, the CARES Act has added a few o...

November 4, 2020

So it looks like Biden is on the cusp of taking the White House. And clearly the Republicans are retaining...

October 21, 2020

Last week Dimensional released a report that showed an unprecedented negative outcome for value investing...

October 2, 2020

A divorce is one of the most difficult transitions you can go through. When you add uncertainty about...

October 1, 2020

When you retire, you’ll likely draw your income from several sources—such as retirement accounts, taxable...

September 14, 2020

With the central banks throughout the world printing money with abandon, how are we supposed to protect...

August 26, 2020

A lot of our clients have been receiving these IRS Identification Verification notices. Some of these...

August 24, 2020

How will the presidential election impact the markets? There’s a lot of concern out there. Every four...