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