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As hard as it is to believe, summer is once again drawing to a close, so it does seem a...

Aug 27, 2020 5:59pm

On March 23rd, the S&P 500 hit an intraday low of 2191, which represented a decline of roughly 35 percent...

Jul 27, 2020 6:56pm

Traditional Individual Retirement Accounts (IRAs) have been around for over 45 years. First created as part of the “Employees Retirement...

Jun 29, 2020 5:43pm

In recent weeks, as it has become clear just how devastating the financial impacts of the Covid-19-related shutdowns and shelter-in-place...

May 31, 2020 5:52pm

In late March, the senate and the President of the United States passed a $2 trillion stimulus package to help...

Apr 24, 2020 6:44pm

I was having a conversation with a client earlier this week, and she mentioned to me that what we were...

Mar 31, 2020 5:06pm

When it comes to buying and selling securities most people assume that there is really just one way to do...

Feb 28, 2020 9:16pm

Much has been written on this blog and in other financial publications, about the importance of beneficiary designations in retirement...

Jan 28, 2020 10:31pm

As we close out 2019 and get ready for a fresh start in 2020, it is time, once again, to...

Dec 20, 2019 7:48pm