- 3 days ago
My Feature in InvestmentNews
Don’t give up on charitable giving just yet Read the full InvestmentNews Article >> A bear market and inflationary pressures may have...
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- Jun 28
Encouraging Statistics
A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for...
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- Jun 15
My Feature in Investor's Business Daily
How Advisors Calm Fretful Clients As Inflation Concerns Mount Read the Full Article >> Advisors often warn clients about inflation's...
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- Jun 9
Not long to wait...
The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020, through January 3, 2022, the S&P 500...
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- Mar 18
Make an impact...thoughtfully
With tornados ravaging the Midwest, hurricanes approaching the Southeast, and a refugee crisis in Eastern Europe, most of us can begin to...
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- Mar 7
Top of mind questions and ideas to consider
The ongoing conflict in Ukraine has us all on high alert. Our thoughts and prayers go out to the people of Ukraine as this humanitarian...
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- Feb 22
In Light of Recent Events...
In light of world events, we felt it appropriate to acknowledge what’s going on in Ukraine. We wanted to take a moment to express our...
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- Feb 4
Market Corrections: Why does all of this feel so abnormal?
Market volatility is as normal as the leaves changing colors in October, the Sox taking the field at Fenway in April and traffic heading...
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- Jan 7
Your New Year's Resolution
If you’ve made a New Year’s resolution, I have some bad news: You are likely going to fail. Research indicates that only about half of...
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