January 18, 2020

As of January 1, 2020 the “Setting Every Community Up for Retirement Enhancement” (“SECURE”) ACT became law, ushering in some of the most significant changes to IRA rules in more than a decade.  We wrote about this bill in its preliminary stages in October, but now that the new rules are final, it is worth reviewing some of the more impor...

January 11, 2020

2019 was a remarkable year!  Now the burning question becomes what will 2020 bring? Will we see more of the same or will we see a significant shift in the economy.  Is there a recession on the horizon or a major stock market pullback?  No one knows exactly what will happen in 2020, but it is helpful to take an inventory of the existing si...

January 3, 2020

By almost every measure 2019 was an exceptional year.  Not only did the stock market in the U.S. and globally have their best year since 2013, bonds also rallied, returning more than 8% and turning what was projected to be a ‘bad bond year’ into an excellent one.  Stock prices continued to rise for the simple reason that corporate profits...

December 16, 2019

The longer I live, the more I am convinced that the way to get the most out of your money is to give it away. That may sound crazy coming from an investment advisor. Perhaps it is, and yet I believe that it is one of the many paradoxes in life. There is great joy in giving – even more joy than spending that same money on yourself. If you...

December 9, 2019

The U.S. consumer continues to be one of the bright spots in the global economy.  Indeed, U.S. consumers continue to spend as if they have plenty of money, and they do.  The purchasing power of consumers continues to rise in record-setting territory.  Similarly, the U.S. consumer debt service ratio, that is the level of debt payments comp...

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