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Quarterly Insights: April 2021

We have come a long way in the last twelve months. In response to the coronavirus pandemic, concerned governments around the world closed large portions of their economies, restricting commerce and th...
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Market Commentary

Quarterly Insights: April 2021

We have come a long way in the last twelve months. In response to the coronavirus pandemic, concerned governments around the world closed large portio...
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Grow Wealth

Long-Term Investors Cannot Ignore ESG

It’s no secret that ESG (Environment, Social, Governance) investing is more than a passing fad. ESG investors select companies with a focus on how the...
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Market Commentary

Is Your Portfolio Prepared for 2021?

Investors in the United States have endured a tremendous amount of turbulence in 2020. We have experienced a large-scale worldwide pandemic for the f...
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Market Commentary

Quarterly Insights: January 2021

Calendar year 2020 is over, and it will be one for the history books. The COVID-19 global pandemic, combined with a contentious presidential race and ...
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Market Commentary

Putting 2020 Behind Us and Looking Towards 2021

We can all agree that 2020 has been anything but an ordinary year. In March, the U.S. and much of the world went into lockdown due to the escalation o...
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Institutions Manage Wealth

Goodbye to the Stretch-IRA and Hello to Testamentary Charitable Gift Annuities and Testamentary Charitable Remainder Trusts

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) that went into effect at the beginning of 2020 aims to expand, preserve, an...
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Market Commentary

Quarterly Insights: October 2020

This is the third quarterly commentary in which the coronavirus takes center stage. The pandemic has impacted our society, economy, health, markets, p...
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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...
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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...
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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...
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