DESPITE LATE QUARTER VOLATILITY, THE MARKET REMAINS RESILIENT US stocks showed continued strength throughout the third quarter, as indices hit new all-time highs once again during the period. Investors looked past a new wave of COVID-19 (Delta) cases, and instead focused on the combination of a resilient economic recovery, ongoing unprecedented support from the Federal […]
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Recently, we have fielded numerous questions on the Estate Planning landscape and how to best navigate what portends to be some pretty drastic changes. Thus, we felt it timely to write a quick piece on the current landscape as we see it and to share some actionable ideas. There have never been more favorable tax […]
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It is often said that stock markets climb a wall of worry, since historically the market has gone up, yet it continues to cause anxiety. This year is no exception; the S&P is up about 15% year-to-date (through September). A strong stock performance despite the Delta variant, extreme political partisanship, debt and inflation concerns. Investors […]
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There are many concerns today that can significantly affect our thoughts, actions and quality of life – the fires out west, a devastating hurricane in the south and the Coronavirus. These and many others are often beyond our control. We can, however, choose to focus on the things in our lives in which we do […]
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