Keep Calm and Carry On


As the Coronavirus pandemic unfolds, many of us are thinking as an investor, what should you do? We all wish we had the ability to anticipate market drops, move to cash, and get back into equities just at the right time to enjoy the recovery. I don’t believe there is anyone that can predict the… Read More »

Coronavirus and Portfolio Anxiety

coronavirus and portfolio anxiety

My first thought on Monday was “here we go again” and after a rough week I must admit to moments of weary resignation. But only moments, thanks to knowing we have been here before. We have weathered previous  international health incidents that also created portfolio anxiety. We have weathered SARS, MERS, swine flu, bird flu… Read More »

The SECURE Act and You

As part of a larger government spending package signed into law on December 20, 2019, Congress included provisions from the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The act includes many common-sense, long-overdue reforms that could make saving for retirement easier and more accessible for many Americans. It reflects policy changes to defined… Read More »