With anything unfortunate in life, there are dreadful details that have to be handled. But you can also look for the silver lining. So in amongst all the bad things surrounding the COVID-19 pandemic—the small, irritable bad things and the very large, very life-altering bad things—you can still find a silver lining. Mr. Rogers had…

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In the past few weeks I’ve had a handful of clients ask me whether it was a good time to buy bonds. With the stock market hitting new records over and over again lately, these clients were all considering taking some money out of the stock market, locking in their gains, and putting these funds…

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This week, I’m going to give you guys a little inside look as to how marketing works at companies like ours. Every day, I—and other people in positions like mine—get dozens of emails and pitches from companies that exist solely to produce (and push) a variety of sales materials. And this week, I got pitched…

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I’ve discussed the same questions so often over the past months that I really sound like a broken record. The questions I hear most often are about the market. The two I hear the most are: Why does the market keep going up with the economy in shambles? When will the market crash or at…

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Since the first of the year we have heard from a nice number of clients, many with questions about how taxes will change under the new administration. Only time will tell, but there are many potential changes to the tax code that could be coming down the pike. We will explore some of those in…

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My granddad used to tell me my generation was soft, and I would argue. But today I noticed that the NFL had an official yogurt-based smoothie, so yeah… maybe he had a point. (It’s Dannon, by the way.) It’s the week of the big game, which is what I have to call it because any reference to…

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