The Vaccine is Giving the Bond Market a Reaction
Bond market takes a hit as interest rate rise.
2021 Market Outlook
Our 2021 Valentine's Day Market Outlook.
Q1 Quarterly Update
2020 in Review
Wow, What a Year.
So, what can we say about COVID-19 that hasn’t already been said? It would be hard to overstate how much of a challenge the pandemic...
Tis the Season for Year-End Planning
2020 has certainly been a year of unexpected changes and challenges. While we know everyone is eager to flip their calendar and start a...
All That Glitters...
We have spent so much time during 2020 discussing the extreme moves in the stock market and particularly tech stocks, but we haven’t...
Q4 Market Outlook - Election Edition
If you missed the LIVE webinar, this video is a recap of the discussion points. Topics of discussion include: - Year to Date Returns -...
Consider a Roth conversion for 2020
2020 has created a sense of urgency about lots of things, including people’s health, finances, education … practically everything....
Fully Recovered, but Hardly Healthy
Recently a few of the large stock indices in the U.S. have nearly recovered to pre-COVID-19 values after suffering 25-35% selloffs just a...
What's in Store for the Rest of 2020?
It’s hard to believe, but we’ve reached the halfway mark in 2020. If you would’ve glanced at the stock market on January 1st and then not...
