Letter of the Month

We hope you and your family are well and safe.  As we navigate through the new normal, we wanted to share some online resources that might be of value to you and your loved ones. 

Continue Reading

This time of year, I always ask my clients the same question: Do you know how the capital gains from the sale of your primary residence will be taxed? It may seem like a simple question, but if you're

Continue Reading

In light of current events and potential financial difficulties caused by the COVID-19 outbreak, the Internal Revenue Service (IRS) has postponed the 2019 federal income tax payment deadline until

Continue Reading

"Rising fears over the continued spread of the coronavirus have lead to a sharp stock market decline1," Tim Armour, CEO of the Capital Group said in an interview Tuesday. In the interview, "Capital

Continue Reading

Here's a quick refresher: a correction is defined as a decline of 10% or greater from a recent high in the financial markets. Corrections can last anywhere from days to months, but few have lasted

Continue Reading

We witnessed an extraordinary move in the financial markets on Monday, March 9. The Dow Industrials lost over 2,000 points, as Coronavirus fears continued to worry investors. At the same time, oil

Continue Reading

In recent weeks, we've seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 caucuses and primaries, we have just

Continue Reading

It's easy to wonder if Socially Responsible Investing (SRI) will give a good return. These days, a great deal of research may tell a different story. Even though past performance doesn't guarantee

Continue Reading