Recent Articles

Important Announcements

As you might imagine, we have been closely tracking the facts surrounding the COVID-19 pandemic.

Investing & Economic Commentary

The Labor Department just delivered a shocking employment report for the month of May. Economists had estimated that 8 million jobs were lost last month.
As you may have seen in recent trade confirmations, we have replaced the Invesco SmallCap Low Volatility ETF (XSLV) with the iShares Core S&P Small-Cap ETF (IJR).
As you may have seen in recent trade confirmations, we’ve established a new position in HCA Healthcare (HCA) in client portfolios.
As you may have seen earlier this week in your trade confirmations, we recently exited Omnicom Group (OMC) and established a new position in Applied Materials (AMAT).

Financial Planning

As everyone is aware, the novel Coronavirus (COVID-19) has impacted the global economy and stock markets around the world.
This is a letter that I began composing back in 2008, and I was absolutely surprised at the positive responses received from clients. There are some new items for 2020 (primarily retirement and estate planning issues affected by the recently passed SECURE Act), but I have kept the framework the same because the basics really never change. It’s resolution time, so here we go again!
The SECURE Act was a certainty early in the year but seemed to die off over the last few months. However, the budget bill did include this act, which was signed into law on December 20, 2019.