Another interesting day!
Another interesting day, yesterday! How are you doing? We started the day with some exciting news. Moderna announced positive results for the first phase of human testing for its coronavirus vaccine. We have many vaccines in testing, as well as treatments. ...
Why Is the Stock Market Rallying When the Economy Is So Bad?
I have been reading this article from The Wall Street Journal for a week or more, updated as the market continues to rise. A client also sent it to me Sunday, which inspired me to share it. Bottom line: the markets seem to expect a relatively fast recovery for now....
Personal Cost-Saving Ideas
The current pandemic is causing people to think about their finances now more than ever. With rising layoffs and pay cuts, we are now being advised to prioritize our needs. This could be an excellent time to look for ways to save money. If you’re wondering where to...
Five Things You Should Know When Planning for Divorce
Divorces are often deeply emotional periods for a person. Typically, they are complicated and challenging and can easily leave a person feeling overwhelmed. We find that it is important for divorcees to separate their financial well-being from the relationship that...
Learning to Cope
Would you rather listen to this month's client letter? Download "Learning to Cope" from our podcast. As we enter the next phase of the coronavirus event, we are in uncharted territory. We are not out of the woods yet, and we may make mistakes and suffer setbacks, but...
Preparing Your Child For Financial Independence
What’s important to you? For some people, it may be a nice car. For others, it may be spending time with family or going on a nice vacation. You prioritize your spending even if you may not realize it. You prioritize when you make decisions about where you can splurge...
Not Your Father’s USO Show
This week the oil markets experienced the most unusual collapse ever. There was hope that oil prices would stabilize after the April 13 announcement of OPEC+ production cuts, which are set to take effect May 1. However, the almost 30% drop in global demand from the...
We’re All in this Together – Let’s Give Back!
I am the wife of an essential worker, the daughter of an essential worker, the sister of an essential worker, a mother of two children under the age of three and committed to a firm that I view as family. These past few weeks have been hard, but the support and sense...
Innovation in the Time of COVID-19
This article from CNBC.com highlights the innovation at work as technological solutions to help many aspects of the pandemic are quickly coming to market and having important real-time impact. From using artificial intelligence to track the spread of the virus to...
Some Things Don’t Change – Scammers and COVID-19
In times of uncertainty, there’s a comfort to the familiar and expected. The smell of coffee in the morning, your favorite shirt or pair of pants, the view out your window. Unfortunately, the familiar scammers trying to take advantage of current events is continuing...
Another interesting day!
Another interesting day, yesterday! How are you doing? We started the day with some exciting news. Moderna announced positive results for the first phase of human testing for its coronavirus vaccine. We have many vaccines in testing, as well as treatments. ...
Why Is the Stock Market Rallying When the Economy Is So Bad?
I have been reading this article from The Wall Street Journal for a week or more, updated as the market continues to rise. A client also sent it to me Sunday, which inspired me to share it. Bottom line: the markets seem to expect a relatively fast recovery for now....
Personal Cost-Saving Ideas
The current pandemic is causing people to think about their finances now more than ever. With rising layoffs and pay cuts, we are now being advised to prioritize our needs. This could be an excellent time to look for ways to save money. If you’re wondering where to...
Five Things You Should Know When Planning for Divorce
Divorces are often deeply emotional periods for a person. Typically, they are complicated and challenging and can easily leave a person feeling overwhelmed. We find that it is important for divorcees to separate their financial well-being from the relationship that...
Learning to Cope
Would you rather listen to this month's client letter? Download "Learning to Cope" from our podcast. As we enter the next phase of the coronavirus event, we are in uncharted territory. We are not out of the woods yet, and we may make mistakes and suffer setbacks, but...
Preparing Your Child For Financial Independence
What’s important to you? For some people, it may be a nice car. For others, it may be spending time with family or going on a nice vacation. You prioritize your spending even if you may not realize it. You prioritize when you make decisions about where you can splurge...
Not Your Father’s USO Show
This week the oil markets experienced the most unusual collapse ever. There was hope that oil prices would stabilize after the April 13 announcement of OPEC+ production cuts, which are set to take effect May 1. However, the almost 30% drop in global demand from the...
We’re All in this Together – Let’s Give Back!
I am the wife of an essential worker, the daughter of an essential worker, the sister of an essential worker, a mother of two children under the age of three and committed to a firm that I view as family. These past few weeks have been hard, but the support and sense...
Innovation in the Time of COVID-19
This article from CNBC.com highlights the innovation at work as technological solutions to help many aspects of the pandemic are quickly coming to market and having important real-time impact. From using artificial intelligence to track the spread of the virus to...
Some Things Don’t Change – Scammers and COVID-19
In times of uncertainty, there’s a comfort to the familiar and expected. The smell of coffee in the morning, your favorite shirt or pair of pants, the view out your window. Unfortunately, the familiar scammers trying to take advantage of current events is continuing...
