Publications, Insights, & News

As you know, the coronavirus situation continues to hammer the markets. All over the world, investors large and small are facing a level of uncertainty we haven’t experienced in over a decade. But I’m proud to say that, based on the conversations I’ve had with you and my other clients, there may be no group of people in the world who are handling this situation better. Because we were already prepared for a downturn, and because we are now “playing defense” with our portfolios, my clients have all told me some variation of the same thing...

The world is filled with uncertainty and vulnerability. Due to COVID-19 we find ourselves in new territory and more aware of the fragility of life and vital need for meaningful communication. We have a choice in how we engage with this adversity and the future ahead. We chose to look at this situation with a mood of determination and resolution ready to face the challenges ahead...

Coronavirus continues to dominate headlines. But now, there’s a new contender in the ring for what’s driving the markets – the Oil War between Saudi Arabia and Russia. What, exactly, are these two countries squabbling about, you ask? And why does it matter to markets over here?

According to the National Association of Productivity and Organizing, a surprising 79 percent of the population never use some of the gifts they receive each year.1 Whether it’s a birthday or around the holidays, the statistics show a majority of us have received gifts we didn’t want, don’t find useful or forget about quickly. Next time a dear friend or relative’s birthday approaches, you may want to consider taking an alternative route to your gift-giving strategy. We’re offering six experiential birthday ideas to help your loved one create lasting memories without taking up space...

On Thursday, March 5, 2020, the Dow fell 969 points – just the latest in a week of wild swings. While monitoring the situation, a headline caught my eye: “Dow tumbles nearly 1,000 points again, because stocks can’t figure out coronavirus.” To me, this headline illustrates what the media often gets wrong about investing. But before we dive into that, let’s review how the coronavirus (COVID-19) is impacting the markets...

Your financial advisor is an integral part of your team to help you manage your wealth and grow your future. Unfortunately, you may not be sharing with them everything that you should be. Whether you are not communicating things because you feel they are unimportant or are a private person who wishes to keep certain information to themselves, not sharing what you need to with your financial advisor could result in problems with your financial future. Below are five things that you should always share with your advisor...