Here’s to Your Wealth

Thirteen years ago last month (June 2007), the Fed Funds interest rate peaked at 5.25% and since then has been steadily declining. Apart from one short rate hike cycle in… Read More

Rarely in my career have I seen such polarizing views on the direction of stocks. One view anticipates a slow recovery due to the extremely high levels of unemployment and… Read More

Many stock and bond investors were caught off guard by the swift and severe market downturn earlier this spring. At the market bottom, things looked dismal, and many stock and… Read More

As any investor knows, the COVID-19 virus has recently put the stock market on a vicious roller coaster. After a quick and severe drop of almost 40%, as of April… Read More

As people plan for retirement, it is no longer considered the end of something but rather the beginning of a new adventure and even an exciting phase of life. The… Read More

Thus far in 2020, the U.S. stock market is off to a virtually uninterrupted, positive start. There are legitimate reasons for stock investors to be optimistic, including an expected increase… Read More

The 2017 passage of the Tax Cuts and Jobs Act added accommodative fiscal policy to the already expansionary monetary policy instituted by the Federal Reserve (the Fed). Such dual economic stimulus… Read More

Financial planning is very unique to each individual and specific advice will vary for each person and situation. Sometimes in our practice, we offer guidance that runs counter to popular… Read More

With over 10,000 Americans turning 65 every day, the question of how to pay bills during retirement is on the minds of many. I have almost daily conversations with individuals… Read More

There is a growing realization that America’s youth are not prepared to make complex, or even some daily financial decisions. And in a world where private sector pensions are becoming… Read More

For two incredible weeks, the world’s best tennis players compete for the U.S. Open Tennis Championships. Outstanding coverage can be found on ESPN and the Tennis Channel with former players… Read More