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

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.

What a Biden Administration Could Mean for Your Wealth Outlook

The analysis below is not intended as an endorsement of or reaction to either candidate in the 2020 Presidential election.  It is commentary based on publicly available information and is intended to help readers make informed decisions about their investments.  With the 2020 Democratic National Convention concluded and Joe Biden officially accepting the Party’s Presidential nomination, families across the country are taking a close look

Pause to Reflect: Go Big?

We believe that two keys to long term returns are diversification and buying something at a reasonable price. We believe history broadly supports those principles. If you’ve been investing only for the past four or five years, you might draw the opposite conclusion. Narrow and Expensive have been the rules to winning. Especially over the past 18 months. We’ve written a lot about what’s going

Eventful August and Fall Ahead

This series of articles is designed to help investors filter the noise in today’s markets to improve understanding and investment decisions After a broad-based rally in markets this spring, markets have become narrow and more defensive again. A handful of the biggest, defensive tech stocks have led the market for the past few weeks (Exhibit One), and 10-Year Treasury yields have fallen again (as Treasury

How COVID-19 Has Underscored the Need to Revisit Estate Planning

Recently, there have been a number of heartbreaking accounts in the news about children losing parents, sometimes within days of each other, to COVID-19. Whether your children are school-aged or now have children of their own, recent events have brought one important question into focus: when was the last time you reviewed your estate plan? The answer to this question is key to whether your