If you did not have a chance to attend last week's market and economy update, we are providing a link for you to review at your leisure. I trust you will find
Many issues are currently highlighted in the media as important concerns for the market as well as the economy. In this special video update, I highlight
In today’s video update I discuss the type of fixed income assets that we purchase. We contrast individual bonds with diversified assets and give more clarity
With so much noise around inflation and rising interest rates, some are concerned about bond investing and what the fate of bond assets will be. To answer your
This week I answer a few questions received over the course of the last month or two. Perhaps these might be questions you have wondered about as well. I hope
Happy New Year
This year is finally over and we’re onto a new start. It’s our wish for 2022 to build on the momentum that we have experienced in 2021 as we
2021
Where has 2021 gone? It’s been quite a year and we still are all contending with the pandemic. I’m sure you agree with me that we are ready for this to
We still don’t know what final tax legislation will look like. One change that is being considered is an adjustment to the State and Local Tax (SALT) deduction
So grateful for the opportunity to help you and your family. It means the world to us and it’s not simply a job; it’s our passion and mission in life.
In the
What will the new world look like post pandemic? We’re starting to get some signs that the world will not be as open as it once was pre-coronavirus. Still
