If you are looking for a guiding light, read on! I recently re-read some market commentary from late 2019 (including my own) and it’s shocking to think of all we’ve been through in the investing world since those words were written. The world has been upended by a virus that is yet to be contained, […]

The SECURE Act (“Setting Every Community Up for Retirement Enhancement”) was signed into law in the final days of 2019.  It includes significant changes to retirement savings and will affect many individuals, most notably those in or nearing retirement, new parents, small business owners and employees and could also have a major impact on estate […]

Here we are again…after months of volatility and discussion of an impending recession, many markets have once again reached all-time highs. Such a sharp turn upward to asset prices in 2019 has many once again asking, “what now?” Here are a few things we are keeping in mind as we serve our clients in this […]

2019 has not been the easiest year to be an investor. It seems we take a few steps forward, only to be forced to then take a step back. The year starts strong, only to pull back a bit in recent months. The consumer continues to show great signs of strength, only to be dampened […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) Time to shop for Medicare – Open enrollment for Medicare starts October 15th and runs thru December 7th. It is an excellent time to review your coverage and explore making changes if your current insurance no longer […]

A recent blog post from Seth Godin entitled “More Right” follows: There are at least seven realistic ways to get from my home near New York to a meeting in Washington DC. None of them are wrong. Each offers its own advantage in terms of resilience, speed, cost or hassle. And so, we can’t choose […]

Mirror Lake, at the start of my Yosemite backpacking trip I covered a lot of hiking trail this year.  A 3-day backpacking trip in Yosemite (with ~3,000 feet of vertical elevation gain),  a one-day 30 mile hike in Devil’s Lake for Cystic Fibrosis, desert hikes in Arizona, and a multi-day fall getaway to Jackson Hole, Grand Teton, and […]