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COVID-19 Special Commentaries


Both Economy and Biden Administration Face Tougher Challenges Ahead 4.26.2021

Thoughts Around the Infrastructure Proposal 4.05.2021

Speculative Trading is Only One Reason Why Market Volatility is High 1.29.2021

Stocks Suffer Worst Day in Nearly Three Months  9.3.2020

GDP Plummets, But What Does the Future Hold? 7.30.2020

Predictions for the Rest of 2020 5.8.2020

With Nowhere to Store Oil, Prices Plunge 4.20.2020

Stock Markets Rebound, But Questions Linger 4.17.2020

Fed is on the Move Again 4.9.2020

We are in a Recession Already 4.6.2020

Setting Expectations for the 2nd Quarter 4.1.2020

Despite Strong Week, Caution is Still the Best Strategy 3.30.2020

Congress Comes to Preliminary Agreement on $2 Trillion Package 3.25.2020

Stimulus is Here and More is Coming 3.17.2020

Fed Meets Early, Cut Rates to Zero 3.16.2020

Stocks Trigger Circuit Breakers 3.12.2020


September 2021 - Quarterly Recap

August 2021

July 2021

June 2021 - Quarterly Recap

May 2021

April 2021

March 2021 - Quarterly Recap

February 2021

January 2021

December 2020 - Quarterly Recap

November 2020

October 2020



4th Quarter 2021 Outlook

Mid-Year Outlook 2021

2nd Quarter 2021 Outlook

2021 Outlook


Remember the Positives During this Volatility

The End of File & Suspend for Married Couples

The Long Ascent of the S&P 500

How Might Inflation Affect Your Investments

Taking a Loan from Your Retirement Plan

What You Need to Know About Disability Insurance

Are Your Children Financially Literate?

The Case for Active Management

Organizing Your Tax Paperwork

Common Deductions Taxpayers Overlook

Using Alternatives to Diversify Portfolios

Market is Up, I am Not...Why?

Accumulating Wealth the Old Fashioned Way

Financial Documents to Keep