Insights & Thoughts
It’s All About Inflation
U.S. equities closed out the quarter with their first quarterly loss in two years mostly due to soaring inflation, the Federal Reserve’s policy...
The $1.25 Tree
It’s likely that you have all felt a pinch to your wallet over the past year. From groceries and gas to cars and vacation rentals, the cost of...
Another Good Year. Really?
2021 turned out to be another profitable year for stock investors. Except for a few brief selloff’s, the S&P 500 gained 26.9 % for the year. The...
All Things COVID – The News Remained the Same
The S&P 500 continued to reach new all-time highs in the third quarter as investors looked for a return to a pre-pandemic world. It was a...
Theft by Another Name
It seems every year the markets have some economic theme that dominates the news and drives volatility. These themes always vary in topic but are...
It was the best of times. It was the worst of times.
What a difference a year makes. This quarter wraps up almost exactly a year since the whole COVID thing came on to the scene. During that stretch of...
Spring Clean Your Estate Plan
Over the past couple of months, I’ve had a few clients reach out about updating their beneficiary information on their Schwab accounts after a...
GameStop Mania
The financial news has been filled with stories of huge gains in some of the most obscure stocks and battles between Wall Street titans and the...
Charitable Gifting: Thinking Outside the Box
The 2018 Tax Reform lowered taxes across the board for most Americans. Now that we’ve had a couple years of experience under this new tax code,...
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