April 7, 2020

The Markets – April 7, 2020

In the Wizard of Oz, Dorothy says to her little dog, “Toto, I’ve a feeling we’re not in Kansas anymore.” Today, many of us understand Dorothy’s […]
April 1, 2020

RMD’s are Waived for 2020

RMD’s are Waived for 2020   On March 27th 2020, the federal government signed into law The C.A.R.E.S. Act – The Coronavirus Aid, Relief, & Economic […]
March 31, 2020
coronavirus market

Coronavirus Update March 27, 2020

March 25, 2020
current events

Our Approach During this Volatile Market

We hope you’re healthy and are making the most of your seclusion. We wanted to address some of our thoughts about current events and transactions that […]
March 25, 2020
unemployment benefits

The Markets – March 24, 2020

The coronavirus (COVID-19) continued to spread across the United States last week. On Friday, March 13, the Centers for Disease Control (CDC) reported there were 1,629 […]
March 18, 2020

The Markets – March 18, 2020

Last week was one for the history books. Mid-week, the World Health Organization (WHO) declared coronavirus a global pandemic. At the time, there were more than […]
March 13, 2020
market volatility

The Markets – March 10, 2020

Last week, market volatility reached levels that make many investors uncomfortable. On Monday, the Dow Jones Industrial Average surged higher, delivering its biggest one-day point gain […]
March 10, 2020

The Coronavirus Correction

The Coronavirus Correction   In late February, concern that efforts to contain Coronavirus Disease 2019 (a.k.a. COVID-19) might result in slower global economic growth and disrupted […]
March 5, 2020

The Markets – March 3, 2020

Take a deep breath. We have experienced downturns before. Think back to 2018. During the last quarter of the year, major stock indices in the Unites […]