We spend a great deal of our time looking at numbers and screens. And like many of our clients, when the workday is done we like to trade in the screen for a book (or kindle). Introducing a new section of our blog where we will post all sorts of […]
We spend a great deal of our time looking at numbers and screens. And like many of our clients, when the workday is done we like to trade in the screen for a book (or kindle). Introducing a new section of our blog where we will post all sorts of […]
This November, as part of our ongoing Virtual Event Series, we present a conversation with Atomic Coffee Roasters to clients and friends of the firm. As we have done all summer and now into the fall, we are taking a moment to highlight a local family owned business and sharing […]
2020 has been a long slog in many ways, but with Election Day around the corner, we wanted to share a few thoughts on where we have been so far, and importantly, what lies ahead. After a strong start to the year (rising wage growth, low unemployment, generally strong earnings […]
Over the past several months, we have hosted a variety of virtual events that have featured local small businesses. These events have given us a chance to share some economic and market perspectives while also adding some entertainment and insight into a local business’s operation. On Thursday, September 10 we […]
Our typical quarterly commentary tends to review economic trends we have been following over the previous three months while providing a forward-looking eye on what we feel are important considerations for the next 60-180 days. We also like to share with you the relevant data that supports our thinking. This […]
While the US & the world continue grappling with the Coronavirus outbreak, a question many have asked is, “What About the Deficit?” The US is at/on track to add about $4T to the deficit from Corona-relief spending, and in our opinion, throwing money at the problem is a) a highly […]
As more Governors open their states for business, and political rhetoric escalates, investors are asking – What’s Next? Since our last (longer) market update, the US has “flattened the curve,” US equity markets are substantially up from their March 23rd lows, and many conversations have moved to discussing when/how to […]
The new normal is fraught with myriad unknowns and firsts-of-its-kinds. As we adapt to this new way of life, we would like to remind our clients, friends of the firm and other business acquaintances of our Second Opinion Service. We have all likely taken time to reflect on our personal […]
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their ways of operating, and individuals are exploring new avenues for investment. It may be […]
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