Why Should We Continue to Invest Globally?

As US equities have outperformed non-US stocks over the last several years, some investors may question the role that global diversification plays in their portfolios.  It is very easy to get caught up in the market swings during this unprecedented time, along with...

COVID-19 and Market Thoughts

We are living through an unprecedented event. Schools, businesses, and parks are closed. People are stuck in their homes and are unable to visit friends and family. Children are being taught in virtual classrooms. Life itself and every aspect of life is challenged....

Fiduciary Since Day One!!

Recently, both the CFP® Board and the Securities and Exchange Commission have set higher standards of care & transparency when dealing with clients.  While both are welcome developments, they are still catching up to our pledge to uphold a fiduciary duty to our...

Children’s Impact Under Tax Reform

Children’s Impact Under Tax Reform With the recent overhaul of the US tax system, it comes as no surprise that many are still trying to decipher how they are impacted by the changes. While media pundits have been quick to highlight the most dramatic changes (i.e....

Successfully Managing a Financial Windfall

Financial windfalls come in varying ways, often unexpected or suddenly.  Whether an inheritance, company stock profits or sale, insurance settlement, or lottery winnings…. the unexpected pile of cash can create an initial sense of euphoria and a false sense of...