Wealth Building Insights2020-10-09T13:07:16-04:00

Road to Recovery: Investment Outlook for 2021

Our RtoR series is designed to help investors filter the noise in today’s markets to improve understanding and investment decisions Markets are at or near all-time highs, anticipating bipartisan stimulus and rollout of multiple vaccines. With COVID infections spiking, is all the good news baked-in here, making for a difficult 2021? OUR VIEW Vaccines and stimulus are certainly catalysts, but we believe the investment playbook

Year End Tax Review and Planning: IRAs, QCDs and RMDs

With less than a month remaining in this most unusual year, taxpayers should evaluate (and perhaps re-evaluate) their current tax situation and decide if additional maneuvering is necessary.  As 2020 begins to fade in the rearview mirror, it will carry with it (at least for many of us) the title of  “Most Unusual Year”.  It was a year that experienced social unrest, a presidential election

Road to Recovery: Market Activity since the Bottom

For today’s investor, there’s still a lot of uncertainty as the world tries to control the spread of the virus and manage economic growth. Questions about the pace of vaccine development, government stimulus, and economic recovery have swirled since the start of the year, and we expect them to persist well into 2021. Amid continuing uncertainty, we wanted to take a moment to review what

Is Your Financial Picture Properly Framed?

October is National Financial Planning month, and the financial chaos many have experienced in 2020 highlights the need to bring your financial picture into more clear focus. Most Americans don’t have a financial plan, and even those who do have one don’t have it documented. According to a Gallup poll, only 38% of investors say they have a written financial plan. Here’s why that matters.