June 17, 2020

SECURE Act – “Stretch” Elimination

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which became law on December 20, 2019, drastically changed a very powerful financial and estate planning tool. For many, the…

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May 20, 2020

Long-Term Care Insurance

Roughly half of today’s 65-year olds will eventually develop a chronic medical condition, a disability, or a disorder that will require some form of long-term care services. Waiting until you…

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April 24, 2020

The Great Lockdown

To say that investors just witnessed an historic quarter would be a huge understatement.  In mid-February, the stock market hit an all-time record high.  Just one month later people were asking if…

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April 16, 2020

Navigating the COVID-19 Crisis Webinar – Recording Now Available

Last week our Chief Investment Officer, Jordan Kahn, CFA®, provided an in-depth look at the market, as well as an overview of our investment management strategy during the current crisis.…

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April 3, 2020

CARES Act Update

The recently passed Coronavirus Aid, Relief, and Economic Security Act, or the CARES Act, has introduced many provisions that clients should consider. Below, we have highlighted one section of the act that…

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March 16, 2020

COVID-19 Update: Time to Sell or Buying Opportunity?

We have been receiving a lot of calls from clients wondering if we have a plan to deal with the current market environment. One of the difficulties of sending out…

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February 26, 2020

Coronavirus In Context

Although the coronavirus outbreak first surfaced in late January, it has taken until yesterday to spark an outsized reaction in the financial markets. As of just last week, stock markets…

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February 20, 2020

Estate Planning: Gifting Strategies

When it comes to sharing your wealth, there may be no better time than the present. If you plan to help your children or grandchildren financially, the question of how…

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January 22, 2020

Can Markets Repeat a Historic Year?

Coming off such a horrible finish to 2018, not many investors were overly bullish last year.  Most breathed a sigh of relief when the markets started to bounce back, but…

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December 20, 2019

Financial New Year’s Resolutions

According to a study conducted by the University of Scranton’s “Journal of Clinical Psychology,” 45% of Americans make New Year’s resolutions. Sadly, only 8% of Americans can achieve them. The beauty in making New Year’s resolutions is that you get a fresh opportunity every year. Below are a handful of Financial New Year’s Resolutions that can help improve your financial health…

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