Our Thoughts

"Either write something worth reading or do something worth writing." -Benjamin Franklin


April 2019 Monthly Insight – Expect the Unexpected

Posted by on Monday, April 1st, 2019 in Investing, Market and Economic Updates, Monthly Insights, Personal Finance | 0 comments

“It belongs to the imperfection of everything human that man can only attain his desire by passing through its opposite.” —Soren Kierkegaard, Danish philosopher, theologian, and poet Bright start to the new year First, let’s take a look back at December.  A headline in TheStreet.com summed it up well: “Dow Gains on Last Day of Worst December Since the Depression.”  Even a 7% bounce in the final week of the last year didn’t prevent a performance that was compared to the early 1930s.  When the S&P 500 Index...

read more

Last Will & Testament: Add a Letter Covering These 14 Wishes

Posted by on Tuesday, March 12th, 2019 in Estate Planning, Personal Finance | 0 comments

Having a will is necessary, but there is a great deal of information the legal document does not include. Here’s what to cover in a supplemental letter that specifies preferences, discloses critical logistic info, and will save your family significant stress during a difficult time. Click the thumbnail below to read and download the full...

read more

March 2019 Monthly Insight – The Fundamentals Eclipse the Negative Headlines (and a tribute to the late Jack Bogle)

Posted by on Saturday, March 9th, 2019 in Investing, Market and Economic Updates, Monthly Insights, Personal Finance | 0 comments

“The idea that a bell rings to signal when investors should get into or out of the market is simply not credible. After nearly 50 years in this business, I do not know of anybody who has done it successfully and consistently.”— John Bogle, founder of Vanguard and inventor of the index fund The steady diet of concerning headlines from around the world has been unsettling for most Americans, regardless of where they sit on the political spectrum.  We know equity markets loathe heightened uncertainty.  What is...

read more

Estate Planning Under the New Tax Act: Everyone Needs a Review

Posted by on Tuesday, February 19th, 2019 in Estate Planning, Personal Finance, Tax Planning | 0 comments

When was the last time you examined your will or trusts? How about power of attorney or plans to gift assets? Under the new tax act, only eight per 10,000 estates will owe federal estate tax—at least until the act sunsets. That means everything needs to be reviewed. Click the thumbnail below to download and read full...

read more

February 2019 Monthly Insight – The Year Ahead

Posted by on Friday, February 1st, 2019 in Investing, Market and Economic Updates, Monthly Insights, Personal Finance, Wealth Management | Comments Off on February 2019 Monthly Insight – The Year Ahead

“Come what may, all bad fortune is to be conquered by endurance.” –Virgil, Roman poet, born 70 B.C. We hope your 2019 is off to a rousing start. Whether you reached your personal goals in 2018, faced challenges, or are looking for a 2019 reboot, let’s take a moment to hit on the key themes for the rest of this year. What’s in store for 2019 While 2018 began with unbridled optimism, caution quickly entered the picture, and most major U.S. indexes had their first downturn since 2008.  In 2019, we have the mirror image. There is no...

read more