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2020-02-28 Coronavirus Correction

This week the S&P 500 officially entered correction territory, defined as a pullback of 10% or more, and it is feasible that we could approach a bear market (losses of 20% or more).  While market corrections can be stressful, they’re …

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SECURE Act, Gift Giving, and Simplification

As you are completing your last minute Christmas shopping, I want to share an article that I found interesting, but first, I want to quickly highlight, without going into detail, one of the largest pieces of retirement legislation in years. …

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Q3 2019 Economic & Market Perspective

Talk of a recession certainly heated up at times throughout the third quarter, especially when we saw the yield curve invert. But are we really headed towards a recession? The chart below shows personal consumption expenditures versus the leading economic …

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Your Money Scripts

What do you value most in life? At the end of the day, what brings you meaning and happiness? What worries you and holds you back from confidently pursuing your best life? The answers are different for everyone. But no …