Year-End Financial Planning Checklist
10 Suggestions to Help You Stay on Track Although 2020 has been a year of unexpected changes, one routine has remained consistent: [...]
Market Update – September 30, 2020
A positive quarter for markets, despite choppy September Markets dropped early in September before partially recovering throughout the rest of the month. The S&P [...]
2020 Q3 Newsletter
Election Season The third quarter of 2020 brought mixed economic news as the world continues to grapple with the effects of the pandemic. [...]
What Happens to Our Stolen Information After a Cyber Breach?
After a cyber breach, we tend to think in terms of what the victim needs to do next. Can any of the stolen data [...]
9 Tips to Protect Yourself from Identity Theft
You may be like most people. You believe that identity theft could never happen to you. Then, one day, you go to the mailbox, open [...]
Market Update – August 31, 2020
A positive month for markets August was another strong month for financial markets. The S&P 500 and Nasdaq Composite both set all-time highs, gaining [...]
2020 Q2 Newsletter
A Speedy Surprise It is official: the National Bureau of Economic Research determined that the US economy entered a recession in February. Having [...]
Market Update – May 31, 2020
Markets continue to recover in May May saw equity markets around the world rise for the second month in a row. The Dow Jones Industrial [...]
2020 Q1 Newsletter
The Bear is Back A great start to the year quickly faltered as Covid-19 took hold and began to spread throughout the world. An [...]
Q&A: Understanding the New CARES Act
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) was signed into law. The CARES Act has been [...]