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Commentary

Fourth Quarter Review 2020

A Surprise Finish to 2020 Happy New Year!  We hope that this letter finds you and your family well.  Now that an

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Retirement

The Art of Distribution

The beginning of a new year generally facilitates moments of reflection on the ups and downs of the previous year. The year

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Retirement

The New, New Stimulus Bill

Around this time last year, I was writing a newsletter article and whitepaper about The SECURE Act. This time around, we have

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WealthSense

A Persistent Forecast for 2021

Persistent (def) – continuing to exist or endure over a prolonged period Wall Street forecasts lack persistence. Their shelf life may only

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The Biondo Exchange

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