Our Blogs
Sustainably Investing in Our Future
While extreme weather events typically affect only certain parts of the country, there is increasing concern that climate change will affect the overall economy – including our investment portfolios. For...
Status Update: Young Adults in America
Over the past 20 years, America’s young adults have experienced significant unemployment, massive student debt, extreme weather events, a global pandemic, a contentious political environment and dramatic socio-economic turmoil. Not...
Market Thoughts: Looking Ahead and Abroad
The mid-year U.S. economic recovery numbers look strong. On Wall Street, analysts predict that our economy will expand by trillions of dollars and create 2 million good-paying jobs throughout the...
RMDs in 2021
Last year, the Setting Every Community Up for Security Enhancement (SECURE) Act increased the age for required minimum distributions (RMDs) from 70½ to 72. The purpose of RMDs is to...
How Much Do I Need to Retire
Retirement is the pinnacle of life. It’s the time when you are finally free of the burden of work and can enjoy the finer things the world has to offer...
Young People: Who Said You Have To Be Wealthy To Invest?
Young adults have weathered difficult times the past two decades: mass school shootings, extreme weather conditions, student loan debt, and a global pandemic. But now they’re witnessing an unprecedented job...
What is Investing on Margin?
This year, investors are making record-high margin investments against their accumulated assets. According to FINRA, margin debt had reached $847 billion by the end of April.1 Much of this activity...
College Savings: An Update
Congress is known for passing enormous bills with lots of little-known provisions that are not entirely central to the key objectives of the bill. Alas, the Coronavirus Response and Relief...
Roth vs. Traditional IRA: Retirement and Estate-Planning Advantages
It would be nice if the Roth IRA had been around long as the traditional IRA. Imagine the long-term benefits of tax-free growth throughout a 40-year career. Annual contribution limits...
Reshoring: What’s the Future for Products and Services Made in America?
According to a recent survey of supply chain professionals, the COVID-19 pandemic interrupted 98% of global supply chains. Among the most disruptive supply challenges was the procurement of personal protective...
Midyear Market Outlooks
In its midyear review, market analysts at Charles Schwab say that economic growth in the United States may have peaked in the second quarter of this year, and it believes...
Putting Inflation Expectations in Perspective
Historically, inflation has been highly correlated with unemployment levels. When more people were out of a job, inflation was lower. As more people got jobs, inflation increased. From an economic...
Ready to Take
The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.