Broker Check


To keep up to date on developments in the market and in financial planning, we will post quick updates which we hope is helpful to our clients. 

Wednesday, February 5, 2020

Wednesday, January 29, 2020

Tuesday, January 7, 2020

In this video, I review the performance of global equity and fixed income capital markets for 2019, look at the state of the economy at the end of 2019, and review the implications for investing over the next decade.

Thursday, December 26, 2019

In this brief video blog, I critique an article from the Wall Street Journal which seemed to imply that investors can outperform mutual fund managers by investing in individual securities. On the one hand, the article is correct in...

Friday, December 20, 2019

On December 19th, 2019, Congress passed the SECURE ACT (more formally the Setting Every Community Up for Retirement Enhancement Act). In this quick video blog, I cover the most important aspects of the SECURE Act. https://youtu...