The Client Connection – March 2020

The news about the spreading Coronavirus has indeed been scary and unsettling over the last two weeks or so. We have reached out to many of you, but our thoughts continue to evolve as we discover (and digest) new facts. Here are our brief thoughts to the questions that are on all of our min …

The Coronavirus Correction

In late February, concern that efforts to contain Coronavirus Disease 2019 (a.k.a. COVID-19) might result in slower global economic growth disrupted global markets. Share prices fell as economists and financial analysts revised growth expectations, and investors worried about the possibilit …

Please Join Us For a Virtual Coffee Chat – Friday, March 20th at 4pm

You are invited to join Debbie and Rob for a virtual client Coffee Chat on Friday, March 20th at 4pm. She will be answering all of your questions on topics such as the Coronavirus, the current state of the markets, the economy, the bottoming process and where do we go from here? If you are …

Important Information For Our Clients Regarding Coronavirus – March 6, 2020

The news about the spreading Coronavirus has indeed been scary and unsettling over the last two weeks or so. As a result, the markets have reacted with vigor, with large days swinging in either direction. We have reached out to many of you, but our thoughts continue to evolve as we discover …

Coronavirus and the Markets – February 26, 2020

Stocks fell sharply on Monday and dropped again Tuesday as concerns about the coronavirus (COVID-19) pushed markets significantly lower. An optimistic view of how well the virus was being contained has given way to a number of negative data points in recent days. According to the World Heal …

The SECURE Act Changes – February 20, 2020

As 2019 came to a close, the President signed into law a sweeping series of changes that will affect how we save for retirement. Officially entitled the Setting Every Community Up for Retirement Enhancement Act, but more commonly known as the SECURE Act, the new law includes both welcome ch …

Welcome To The 20’s

Another decade is in the books and the twenty-twenties are here! This decade will kick off with a number of important events that are sure to keep us on the edge of our seats, including the Summer Olympics in Tokyo, the U.S. presidential election, and the decennial census.* With the arrival …

The Client Connection – February 2020

If you turned 65 in 2019 (or are going to be 65 in 2020) you are probably thinking about enrolling in Medicare (if you haven’t already). Click here to read the February 2020 Client Connection

The Client Connection – January 2020

With the SECURE Act comes the demise of the stretch strategy – and that could cost your loved ones if you don’t revisit your retirement income plan. Click here to read the January 2020 Client Connection

The Client Connection – December 2019

The end of the year will be here before we know it. Your tax situation, charitable donations, health care and future plans need regular maintenance, and now is the perfect time to check, double check and think ahead on your plan. Click here to read the December 2019 Client Connection

Debbie Brings Back Some “Shocking” News from the Goldman Sachs Asset Management Professional Investment Forum

Last week I had the good fortune to spend several days at the Goldman Sachs Headquarters in NYC on a Due Diligence trip. We started the first day by listening to John Tousley, their Global Head of Advisor Solutions, who reminded us that Trump has issued 11,500 tweets since being in office, …

Business professional using his tablet to check his financial numbers

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