The American Institute of CPAs recently provided thoughts to employers and employees on the implications of remote working and tax implications that need to be thought about. We wanted to share [...]

As expected, this year’s presidential election results arrived later than usual. Uncertainty remained the day after—and the day after that. But after the following weekend, former Vice President [...]

For months we have been discussing possible election outcomes and what will happen to the markets depending on who controls the Senate and the White House. We have been emphasizing that caution [...]

Third Quarter 2020 Key Takeaways Despite some choppiness in September, the S&P 500 Index rose 8.9% in the quarter and has recovered all its losses for the year Developed international stocks [...]

We have had some clients or prospective clients ask us why they wouldn’t want to just keep assets with a previous employer plan. While in theory this can work if someone doesn’t need management [...]

Second Quarter 2020 Key Takeaways During the quarter financial markets seemed to defy grim economic news, the continued spread of COVID-19, and worldwide protests against racial inequality As a [...]

After weeks of quarantine and “stay at home” orders, we are starting to see encouraging signs of progress in our fight against the COVID-19 pandemic. While we are not out of the woods yet, our [...]

In a volatile environment like the one we find ourselves in today, some investors want to take action just to take action. It can definitely make people feel better. But oftentimes in investing, [...]

If you turn on your news app of choice, you’re going to be bombarded with headlines about job losses, stock prices falling, and the latest on the COVID-19 pandemic. Due to the historic projected [...]

First Quarter 2020 Key Takeaways We just witnessed the fastest 30% decline from a recent high on record for the S&P 500 (in only 30 days) Larger cap U.S. stocks fell 20% this quarter Smaller [...]