Insights & Thoughts
What Just Happened?
There are probably only five people in the entire country that aren’t shocked by the election results this morning. This election cycle has been...
Where Did All the Volatility Go?
After more than a year of wild market swings, the third quarter ended up being the calmest we have seen in quite a while. The S&P 500 finished...
Record Highs – Well, Sort of…
This month, the S&P 500 and Dow Industrial Average set all-time highs. And while the seems impressive, it’s also important to note that those...
Understanding Brexit – Sell First, Ask Questions Later
The British people just voted to leave the European Union. In response, global stocks are staging a huge sell-off. Similarly, U.S. Treasuries...
You Have an Estate Plan, Whether or Not You Know It.
I read a quote that caught my attention today: “If you don’t have an estate plan, the state you live in will give you one.” I’m sure you’ve all...
The Long Journey to Nowhere
If you had vacationed on a remote island for the first quarter of this year and hadn’t read the news, you’d be inclined to think it was a pretty...
IRA Rollover
In my line of work, I am often asked about IRA rollovers. Most commonly, clients have a 401k with a previous employer and are wondering what steps...
When to File an Extension
April 15th? Maybe just another day of the year If it seems like every year preparing and filing your taxes has become more and more difficult, it’s...
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