Post-Election Monday

Post-Election Monday

Hold the Presses!!!  (just after 7 am EST) Pfizer just announced a vaccine that is 90% effective! Is this the beginning of the end, after we experienced the “end of the beginning” earlier?  It just might be.  In the words of Pfizer CEO: “Great day for science and for...

read more
Closer than they thought

Closer than they thought

Well, wasn’t that special?[i] I have to confess I went to bed early on election night.  Between the pandemic and this election, I have a serious case of fatigue going on.  But this morning, before dawn, I got what some might consider good news.  While results were...

read more
Coming down to the wire

Coming down to the wire

One more week until Election Day.  After all we have been through this year, some of us are feeling kind of tired.  What should we be thinking about?  Are there things we ought to be considering related to the potential outcomes (e.g., changes in tax policy)? What are...

read more
Retirement Success and Your 401(k)

Retirement Success and Your 401(k)

For National Retirement Security Month, we checked in with our advisors for their best advice on reaching retirement savings goals.  Their top tips boil down to a couple of simple yet often overlooked actions for employees and employers: Deferral rates Most people...

read more
Top Two Tips for Staying Safe Online

Top Two Tips for Staying Safe Online

Spoiler alert – start using a password manager and enable multi-factor authentication. That’s it, that’s the whole blog post.  If you’ve been meaning to do those things for a while, now is the time and today is the day.  A reputable password manager (like Dashlane,...

read more
Third Quarter 2020 Market Overview

Third Quarter 2020 Market Overview

The third quarter felt like a roller coaster ride for investors, as optimism around lessening state restrictions and hope for another round of government stimulus sent markets higher in July and August, continuing the historic recovery seen in the second quarter. And...

read more
2020:  A Year Like No Other

2020: A Year Like No Other

Only three months to go! We are finally getting to the back stretch of this ‘annus horribilis,’ the Latin term made famous in the modern era by Queen Elizabeth II in 1992 after the British Royal Family suffered an awful year of tragedies and scandals.[i] The daily...

read more
Déjà vu one more time…

Déjà vu one more time…

This is getting to be a habit.  Like Bill Murray in Groundhog Day[1], I keep waking up to what seems like the same situation, only different. There I was, happily preparing to tell you that the S&P 500 (and most of the other equity indices) just had the best...

read more
Post-Election Monday

Post-Election Monday

Hold the Presses!!!  (just after 7 am EST) Pfizer just announced a vaccine that is 90% effective! Is this the beginning of the end, after we experienced the “end of the beginning” earlier?  It just might be.  In the words of Pfizer CEO: “Great day for science and for...

read more
Closer than they thought

Closer than they thought

Well, wasn’t that special?[i] I have to confess I went to bed early on election night.  Between the pandemic and this election, I have a serious case of fatigue going on.  But this morning, before dawn, I got what some might consider good news.  While results were...

read more
Coming down to the wire

Coming down to the wire

One more week until Election Day.  After all we have been through this year, some of us are feeling kind of tired.  What should we be thinking about?  Are there things we ought to be considering related to the potential outcomes (e.g., changes in tax policy)? What are...

read more
Retirement Success and Your 401(k)

Retirement Success and Your 401(k)

For National Retirement Security Month, we checked in with our advisors for their best advice on reaching retirement savings goals.  Their top tips boil down to a couple of simple yet often overlooked actions for employees and employers: Deferral rates Most people...

read more
Top Two Tips for Staying Safe Online

Top Two Tips for Staying Safe Online

Spoiler alert – start using a password manager and enable multi-factor authentication. That’s it, that’s the whole blog post.  If you’ve been meaning to do those things for a while, now is the time and today is the day.  A reputable password manager (like Dashlane,...

read more
Third Quarter 2020 Market Overview

Third Quarter 2020 Market Overview

The third quarter felt like a roller coaster ride for investors, as optimism around lessening state restrictions and hope for another round of government stimulus sent markets higher in July and August, continuing the historic recovery seen in the second quarter. And...

read more
2020:  A Year Like No Other

2020: A Year Like No Other

Only three months to go! We are finally getting to the back stretch of this ‘annus horribilis,’ the Latin term made famous in the modern era by Queen Elizabeth II in 1992 after the British Royal Family suffered an awful year of tragedies and scandals.[i] The daily...

read more
Déjà vu one more time…

Déjà vu one more time…

This is getting to be a habit.  Like Bill Murray in Groundhog Day[1], I keep waking up to what seems like the same situation, only different. There I was, happily preparing to tell you that the S&P 500 (and most of the other equity indices) just had the best...

read more
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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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