Commentary

Commentary

Keeping You Informed

In this section, we offer an online resource of professional commentary and topical perspectives to help you enhance your investment knowledge and keep a clear head in a sometimes-maddening marketplace. Check back often for updated news, articles and team commentary.

When Is It Gambling?

Mae West once said, “I generally avoid temptation unless I can’t resist it.” Have you been tempted to invest in Tesla stock? It is soaring.

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Bulls, Bears and Dogs

The cliché “the early bird gets the worm” is a justification for getting up earlyꟷor is it? How did getting up early work out for

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The Rise of Bitcoin

Bitcoin is on a roll. By far the largest of the digital “cryptocurrencies,” Bitcoin has increased in value by about 1,000% in the last year.

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Don’t Fight the Fed

As fans of the Broadway smash hit Hamilton have come to know, Alexander Hamilton proposed the creation of a national bank. In December of 1790,

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Client Engagement and Technology

Relationships are the basis of our practice. Beyond providing financial planning and investment advice, we all truly care about our clients as people. Our desire

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The Great Acceleration

The year 2020 is certainly one for the record books. Covid-19 seems destined to become the most lethal, airborne transmittable disease of the past 100

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The SECURE Act of 2019

Without the fanfare of the Tax Cuts and Jobs Act of 2017, new tax legislation was passed in December 2019. After being approved by the

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