Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Financial Advisors 4/28/2020
I once heard a detective say there is a detectives’ curse. The curse is that the solution to the crime was right under the detective’s nose, but sh... READ MORE
Financial Advisors 4/22/2020
In our current market environment, investors sitting in cash may be torn by wanting to wait and see if the market will go down, or invest now as th... READ MORE
Market Opinion 4/15/2020
I worked directly across the street of the New York Stock Exchange on October 19, 1987. READ MORE
Financial Advisors 4/13/2020
On Thursday, April 9, 2020 IRS issued Notice 2020-23, which extended additional key tax deadlines for individuals and businesses. READ MORE
Video 4/7/2020
Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes. READ MORE
Financial Advisors 3/31/2020
The Government just moments ago unveiled a major program that will help to pay the $2 trillion emergency spending bill – but not all your clients w... READ MORE
Financial Advisors 3/30/2020
The CARE Act, signed by President Trump on Friday, March 27, aims to provide emergency assistance for individuals, families, and businesses affecte... READ MORE
Market Opinion 3/25/2020
A balanced portfolio comprised of stocks and fixed income (bonds) has been historically designed to diversify the risk of stocks. READ MORE
Market Opinion 3/24/2020
To put $1 trillion in perspective, moving backwards in time, 1 billion seconds would take us to about 1989. 1 trillion seconds would take us to aro... READ MORE
Free Time & Leisure 3/19/2020
Countless places around the world have closed in order to reduce the spread of COVID-19. But social distancing does not have to be all that bad, do... READ MORE
Market Opinion 3/18/2020
After the crash of 1987, the running joke between traders on Wall Street was that the difference between a recession and a depression is that when ... READ MORE
Market Opinion 3/12/2020
Having hope in the face of panic is never easy. However, there's good reasoning when asking yourself or your clients to keep courage. READ MORE
Market Opinion 3/11/2020
The stability of global markets is a major concern of government officials and investment professionals. Investors are reeling as markets drop, but... READ MORE
Financial Advisors 3/10/2020
Here is a brief Market Decline Prep Script you can use now, while the market is still relatively high, with each of your clients. You can also use ... READ MORE
Market Opinion 3/5/2020
In our Calm, Steady, and Common Sense series, we endeavor to bring you information to help you through the current market that may be helpful in ex... READ MORE