Active vs Passive 101
A common debate amongst investment professionals relates to “active vs. passive” management styles within mutual fund and exchange traded...
Market Update
With the 2nd quarter now behind us, we move towards the second half of 2020 cautiously optimistic about the future of the global economy....
The Coronavirus Is Unique But Market Corrections Are Not
As you are likely aware, the Coronavirus is having a meaningful impact on the capital markets. The fear of a global economic recession...
5 Tax-Planning Tips
The 2018 tax changes may have lowered your total tax liability, but many Americans were surprised by their refund, or worse…their tax...
Red Flags Telling You It May Be Time To Change Investment Advisers
We constantly meet with prospective clients whose current advisers, in our opinion, are not providing them what they need to be...
IRS Waives Penalty For Not Withholding Enough
The Tax Cuts and Jobs Act which was enacted in December 2017, brought about a host of changes for taxpayers. Among the changes was the...
The Bad, the Ugly - and the Good
This has been a painful quarter for the stock market. Historically, it’s the fourteenth worst quarter for stocks since 1926 for what...
IRS Announces 2019 Retirement Plan Limits
The Internal Revenue Service has announced the cost-of-living adjustments applicable for all types of qualified retirement plans and...
The Market is the Lowest it has Been Since June 2018
A well-known investment market commentator recently quipped about the recent market pullback: “The market is the lowest it has been...
Sailing with the Tides
Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the...
