Ben Franklin on Death, Taxes…and InnovationBenjamin Franklin wrote, “Our new Constitution is now established, and has an appearance that promises permanency; but in this world…May 20, 2021May 20, 2021
5 Essential Elements of Tax Planning with a Financial AdvisorTax planning is a critical component of a successful financial plan. As you search for the right financial advising partner, you’ll want to…May 11, 2021May 11, 2021
Small Companies…Outsized ReturnsIf you thought small cap stocks were the winners in the market’s climb back from 2020’s pandemic lows, you’d be right. But did you realize…Apr 29, 2021Apr 29, 2021
What about Bonds (cont.)We’re asked about rising interest rates a lot, and in a blog post last month Roger Hewins addressed the stabilizing function of a bond…Apr 27, 2021Apr 27, 2021
FIRST QUARTER 2021 MARKET OVERVIEWIn a reversal of the fear and uncertainty that gripped many in the first quarter of last year, investors appear to be looking to the…Apr 8, 2021Apr 8, 2021
Financial Health Post-Pandemic: 3 Factors to AssessA lot has happened in the world over the past year, and while everyone’s physical health is top of mind, financial health is also a…Mar 17, 2021Mar 17, 2021
What about Bonds?A few years ago, in a desperate attempt to make Fed policy even mildly interesting, we introduced our little friend[i] to you. At the time…Mar 2, 2021Mar 2, 2021
Mr. GameStop’s Wild Ride“In the short-run, the stock market is a voting machine. Yet, in the long-run, it is a weighing machine.” — Warren Buffett[i]Feb 2, 2021Feb 2, 2021
FOURTH QUARTER 2020 MARKET OVERVIEW2020 was a year that no one will forget. A devastating pandemic wreaked havoc on our lives, and the resulting shelter in place orders…Jan 13, 2021Jan 13, 2021