In last week’s update, I shared with you a list of the cybersecurity issues that we contend with as an investment manager. They are not much different than what
We live in a crazy world today where hackers and other dark forces attempt to steal and disrupt. It’s a never-ending race towards greater security and
It’s sure to be a crazy 2020. But then again, I say that about the new year every year. Headlines seem to confirm every year that we live in a world that is
Please accept our best wishes for a blessed holiday season for you and your loved ones. It is the time of year where we all have an opportunity to stop for just
It appears as if Phase 1 of the United States China trade agreement is in place. As details continue to emerge, it is clear this is merely a first step toward
Holiday shopping is in full gear and this year we’ve asked our team what their favorite things of 2019 were. We hope this guide can help while you shop and
The Federal Reserve announced this week that they would remain on the sidelines and not move rates higher. They signaled that inflation would have to be quite
As you probably know, we are a firm not just focused on investment management, but we believe strongly in developing financial planning strategies for those we
Every year there is one day that reminds us how much we have to be grateful for. Family, friends, and so much more. Thanksgiving is an opportunity for us to
In 2018, it was estimated that $427.71 billion was donated to U.S. charities1. As we near the end of the year, it is inevitable that the topic of charity giving
I am asked many questions about the economy and markets. They often focus on what is perceived to be excess euphoria in financial markets and if I believe the
