In times of market volatility, it’s easy to get wrapped up in the wild prognostications of pundits and so-called experts. Then again, it can be easy to get
Dear clients and friends,
Now that the SECURE Act has been passed into law, we felt it important to revisit the key provisions of the new legislation. We
Aside from “fiduciary,” the financial industry’s buzzword of the moment is “ESG investing.” I’ve seen TV ads, read newspaper articles, and listened to
As regular readers know, we typically release our quarterly newsletter toward the end of earnings season. We do this because we believe corporate earnings to be
What a quarter. What a year, for that matter. This is probably the worst market behavior I’ve seen in my (admittedly short) career. Every time some good news
If you’re human you couldn’t possibly have avoided thoughts of what you might do if you had won the recent Mega Millions lottery of over $1.537 billion ($878
We usually like to respond to major market events by sharing a brief summary written in our own words. This time we’ve decided to do something a little
If you’ve always dreamed of living abroad, now may be the best time. Today, there are around 400,000 American retirees residing outside the United States, with
For my birthday this year, my poor, poor wife agreed to accompany me to Bristol, TN for a NASCAR race. The town of Bristol, which actually straddles the border
People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries. Without
Dear clients & friends,
Talks of a trade war are back in the headlines, though we can’t exactly say they ever left… just temporarily relegated to page 2. As
Health insurance used to be a fairly simple process. But today, whether obtaining health insurance privately or through an employer, we’re being offered a
