Our Investment Committee Answers Your Questions – Part 3
In the latest installment of our Investment Committee video series, we respond to a client question about portfolio construction: Are your portfolios more customized to each client or standard cookie-cutter? This is great question that many investors may be...
Countdown to the end of 2020: Gift & Estate Planning
2020 is quickly coming to an end. While most of us are eagerly awaiting the new year and hoping 2021 is much brighter than 2020, there are some estate planning and gifting considerations to review before year-end. Annual Gifts For 2020, you may gift up to $15,000 to...
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...
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...
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...
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...
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,...
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...
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...
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...
Our Investment Committee Answers Your Questions – Part 3
In the latest installment of our Investment Committee video series, we respond to a client question about portfolio construction: Are your portfolios more customized to each client or standard cookie-cutter? This is great question that many investors may be...
Countdown to the end of 2020: Gift & Estate Planning
2020 is quickly coming to an end. While most of us are eagerly awaiting the new year and hoping 2021 is much brighter than 2020, there are some estate planning and gifting considerations to review before year-end. Annual Gifts For 2020, you may gift up to $15,000 to...
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...
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...
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...
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...
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,...
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...
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...
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...
