September 24, 2020

Account Titling and Estate Planning Document Updates

Account titling and beneficiary designations are two key yet often overlooked components of estate planning. Your estate documents will ensure your assets are distributed according to your wishes. However, your…

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September 18, 2020

What The Potential Election Outcomes Could Mean for Investors

First, we would be remiss if we didn’t remined investors that markets have enjoyed positive returns under most presidents – regardless of which party.  The reason is that generally speaking, markets…

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August 19, 2020

What You and Yours Need to Know About Student Loan Repayments During the Pandemic

Millions of student loan borrowers across the country are facing difficulty making payments on their loans as the Coronavirus pandemic continues. You personally may not be encountering this problem, but…

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July 22, 2020


In the first quarter of this year, the stock market saw an unprecedented decline – in terms of the speed and magnitude with which it took place.  In the aftermath and…

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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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