Is It Time To Buy Bonds?

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…

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Déjà Vu, All Over Again

With Thanksgiving just a few days away, we know Christmas and New Year’s can’t be far behind. Few of us can’t wait to put this year behind us. Nothing seems…

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Four Days To Go

It’s Friday morning and we’re finally down to four days to Election Day. Figuring out when the whole thing will be done and knowing who the winner is will be…

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Good News For Q4 2020

With everything we have all experienced in 2020, I know I’m tired of writing, seeing, and hearing the phrase “unprecedented times”. I think we’d all like to go back to…

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A Record-Setting Week

It’s Wednesday morning and both the Nasdaq and S&P 500 hit new highs yesterday. As of now (11:52 a.m. in the east) both indexes are up again. When discussing the markets, which…

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Expect The Unexpected

When I talk to my clients, one of the things I hear most often is “We’ve never lived through anything like this before.” And that’s very true. 2020 has been…

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Ramp Up Your Retirement

Ramp Up Your Retirement

As you get closer to your retirement, you start to think practically about the steps of your retirement transition. A to-do list emerges of tasks to try and accomplish, as…

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