Global Portfolio Strategy | November 10, 2020
Stocks fell for the second straight month in October as Election Day approached and brought policy uncertainty that historically has […]
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Market-Friendly Election Outcome
Heading into the election, polling data and market signals disagreed on how close the presidential election would be, with market
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Market-Friendly Election Outcome | Weekly Market Commentary | November 9, 2020
Equity returns have been strongest under a split Congress. What we can expect under a Joe Biden administration. Source: WEEKLY
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Client Letter | Election Clarity for the Markets | November 9, 2020
What we can expect in the markets and economy under a Biden administration and split Congress. Source: WEEKLY COMMENTARY
Identify Your Personal Retirement Goals
Ask yourself, “What will my golden years hold for me?” Is the answer a comfortable home near a golf course?
4 Practices to Avoid in Tax Aware Investing
Tax aware investing focuses on optimizing your returns by reducing your tax liability as much as possible. In theory, this
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Client Letter | Election 2020 Is Undecided | November 4, 2020
Choosing our next president may take longer this time, but temporary uncertainty at the polls should not slow our economic
Record GDP on the Eve of the Election
2020 has been a year of records, both record losses and record gains. After a brutal spring, markets and the
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Record GDP on the Eve of the Election|Weekly Market Commentary| November 02, 2020
GDP grew 33.1% annualized in the third quarter, the sharpest rebound in GDP since WWII. Source: WEEKLY COMMENTARY
12 Estate Planning Must-Dos
Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over
