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In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
Our Publications
Special Market Update: “Escalators, Not Elevators”
Why does investing in the stock market feel like taking an escalator up, and riding an elevator down? Rising markets seem to be slow upward climbs, like an escalator; the rise occurs over extended time (months and years). But, a correction or market pullback occurs quickly (days and weeks, or months), like riding an elevator […]
“Goes Without Saying” and a “Stitch In Time” – Nvest Nsights Q1 Newsletter
After nearly two years of strong market gains, investors experienced their first meaningful pullback during the first quarter of 2022. While it is typical for markets to experience pullbacks and a higher level of volatility after the initial 12-18 months of a new bull market, it is never welcomed or comfortable. That is probably because […]
401k Lifetime Income Estimates… Will You Feel More SECURE?
If you are fortunate enough to have a company sponsored 401K plan, you will likely see some new (and potentially confusing) illustrations on your statements in the coming months. The changes are related to the 2019 Secure Act passed by congress. The mandate requires 401k administrators to provide an estimate of “guaranteed lifetime income” assuming […]
Turn! Turn! Turn! – March Commentary
“Geopolitical conflicts and/or exogenous events do more to reinforce trends already in place, rather than act as a catalyst for change (in the markets) – Strategas Research Partners.” Gold is rallying; oil is in a bull run higher; value style is besting growth while Tech is a pronounced underperformer. And Bitcoin –who’s strongest advocates claim […]
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