Wednesday, March 31, 2021
Recently, there have been news reports of volatile trading in a handful of both domestic and international securities. These movements have been linked to the reported liquidation of a leveraged hedge fund that experienced liquidity...
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Friday, February 26, 2021
You may have seen news reports about recent interest rate movements in the media. We want to keep you informed as to what is going on in the markets and offer our perspective on what that means for you and your portfolio.Recent...
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Wednesday, December 9, 2020
The World Health Organization made it official on 3/11/20: COVID-19 was a pandemic. The shutdowns that followed in the next month – airlines, restaurants, office buildings, schools, shopping malls – crushed the worldwide demand for...
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Tuesday, November 17, 2020
2020 has been an eventful year for the financial markets and the past few weeks have been no different. As we approached the election, nerves were frayed. Given the jarring personal and financial impacts of the pandemic, economic...
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Friday, October 16, 2020
2020 is shaping up to be a pivotal year for estate planning due to: The 2020 election and potential political change The current high estate and gift tax exemption ($11.58 million) The COVID-19 pandemic Very low interest rates Tax...
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