Recently a number of articles have been published that discuss the rise in domestic violence (DV) during the shelter-in-place order. Many people do...
Domestic Violence and COVID-19
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This Is How You Can Stress-Test Your Retirement Savings Before It’s Too Late
Published on July 24, 2020 by Forbes “Given that we are all living longer, a long-term healthcare event test helps to give you peace of mind,”...
China Update: July 2020
2020 is certainly going to be a year to remember. As Roseanne Roseannadanna famously said: “It’s always something. If it’s not one thing, it’s...
Too much togetherness during COVID-19: A Q&A with an experienced marriage and family therapist
We’ve all heard about the rise in divorce that is expected following the forced togetherness imposed on spouses, partners, and significant others by...
Profitability for Dummies
On this episode of Team Talk, we talk with Roger Hewins about Profitability and how that plays into our investment philosophy. A complex topic that...
Can Post-CFP Credentials Help Advisors Better Serve Clients?
Published on July 20, 2020 by U.S. News & World Report According to the Institute for Divorce Financial Analysts, which awards the CDFA...
What a difference three months make: A Look at Q2 2020
On this episode of Team Talk, we speak with John Bussel about what we saw in this historic second quarter, in what is shaping up to be an...
Second Quarter 2020 Market Overview
What a world of difference three months can make. By the end of March, the profound uncertainty of the economic impact of Coronavirus on the US and...
Greater Capitalism
The second quarter was the best quarter for the S&P 500 since 1998, up more than 20%[1] since the end of March. Small caps were up more than...