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Spring Cleaning for Your Estate Plan: Is Everything in its Place?

Many of us are “celebrating” the warmer weather this time of year by sweeping away dust bunnies and vacuuming behind the couch. Spring cleaning has been part of our annual rhythm for centuries, from ancient religious traditions to scrubbing coal soot off the walls in Victorian times. Read more

Market Commentary

Weekly Market Commentary April 1, 2019

The S&P 500 rallied 1.2% last week as optimism about U.S.-China trade talks buoyed markets. The global MSCI ACWI gained 0.6%. The Bloomberg BarCap Aggregate Bond Index climbed 0.3%.

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Family Caregiving: Where Do You Start?

As we all get older, more and more of us find ourselves caring for aging and ailing loved ones. While this is often parents it can also be siblings and other relatives. Read more

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The Week Ahead – March 25, 2019 – 9 Smart Strategies for Handling RMDs

After decades of squirreling away money in tax-advantaged retirement accounts, investors entering their seventies have to flip the script. Read more

Market Commentary

Weekly Market Commentary March 25, 2019

The S&P 500 dropped 0.7% on concerns a key economic indicator signaled recession risk was increasing. The global MSCI ACWI slipped 0.5%. The Bloomberg BarCap Aggregate Bond Index soared 0.9% as investors rotated toward fixed-income investments that often perform better when rates decline.

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Took Their Ball and Went Home: Staying in Play with Job-Creators

Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees). For others, the event is the hoped-for moment where the relative power of corporations, governments and labor shifts back to governments and possibly labor. Expect those who protested against Amazon’s breaks to be disappointed. Instead, the move will be seen as evidence of corporations continuing to gain strength. Read more

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The Week Ahead – March 18, 2019 – Test Your Annuity Acuity and Find Out How to Save Money on Travel

Despite wanting and needing more guaranteed income in retirement, many Americans are hesitant to purchase an annuity to provide that income. Read more

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A Blog FROM A Dog – 3 Ways Retirement is Changing – A Financial Advisor’s Dog’s Perspective

Dear Humans,

I have some great words of wisdom for you all today: change is unavoidable. Some recent changes that I have had to endure include sharing my food with the cat Read more

Market Commentary

Weekly Market Commentary March 18, 2019

The S&P 500 rebounded 2.9% after last week’s decline as positive sentiment overcame a number of mildly negative economic reports and continued uncertainty regarding trade. The global MSCI ACWI shed 2.1%. The Bloomberg BarCap Aggregate Bond Index climbed 0.7%. Read more

Blog

From Where I Sit: Two Steps to Retirement Confidence

You don’t have to look very hard to be overwhelmed by the prospect of saving for retirement. You don’t even have to be of a certain age, 20-somethings to 60-somethings, we all feel the anxiety of ensuring a comfortable future (really! we asked and even our interns, Ruth and Jared, have retirement saving on their radar). Read more