Featured Post
Manage Wealth
Are Tax Increases on the Horizon?
As we move into the sixth month of masks, sheltering-in-place and all the awful effects of the coronavirus pandemic, the U.S. government has pledged approximately $3 trillion to battle the virus and s...
Read More
Sort By
Manage Wealth
Are Tax Increases on the Horizon?
As we move into the sixth month of masks, sheltering-in-place and all the awful effects of the coronavirus pandemic, the U.S. government has pledged a...
Read More
Manage Wealth
Financial Planning in a Pandemic: More Important Than Ever
None of us could have planned perfectly for 2020. This year has delivered a marked departure from the norm, as the COVID-19 pandemic has changed the r...
Read More
Market Commentary
Quarterly Insights: July 2020
The first half of 2020 has been exceptionally difficult, affecting each of us in one or many ways. Since our last quarterly commentary, the coronaviru...
Read More
Market Commentary
Message From the CEO
I want to start by thanking Linda for her last 10 years at our helm, highlighted by our regained independence as a 100% employee owned firm and the us...
Read More
Market Commentary
Quarterly Insights: April 2020
Much has changed since we provided our last quarterly commentary in early January, as the economy’s brisk pace continued, and the stock market showed ...
Read More
Market Commentary
Stay Calm and Carry On
The current financial market panic is unprecedented – just as all preceding panics were unprecedented. Yet, during times of panic, malfunctioning mark...
Read More
Market Commentary
Rallying Into 2020
Early in the new year, after experiencing strong gains in their U.S. stock portfolios in 2019, investors saw geopolitical risk pulled into the spotlig...
Read More
Manage Wealth
New Tax Law Could Benefit You
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019. It is one of the largest pieces of retirement legi...
Read More
Manage Wealth
Keeping Clifford Swan Strong
We all face potential loss from natural disasters. Regionally, we endure storms, fires, earthquakes, and floods. In order to give ourselves comfort we...
Read More
Market Commentary
Quarterly Insights: January 2020
2019 was a good year for investors, with extraordinarily strong domestic markets. As measured by the S&P 500 Index, stocks returned 31%. The Bloomberg...
Read More