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Our Insights


October 2020 Newsletter: Spooky Thumbnail

October 2020 Newsletter: Spooky

The uncertainty can be challenging, but being prepared and having a plan in place helps reduce those “spooky” feelings. In light of the events of 2020, there has never been a better time to review your estate, insurance, and financial planning documents.

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September 2020 Newsletter: What's Going On?  Thumbnail

September 2020 Newsletter: What's Going On?

You can’t blame Marvin Gaye for asking, since we are two-thirds of the way through one of the craziest years ever for the US stock market, the American economy, and honestly, each one of us. The stock market’s movement in the first half of 2020 was a roller-coaster, full of steep climbs and sharp drops, only to climb again.

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August 2020 Newsletter: The Journey Thumbnail

August 2020 Newsletter: The Journey

Certainly, 2020 has taught us that life truly is a highway, with starts and stops, twists and turns, and, unfortunately, plenty of detours and unplanned delays. The purpose of The Journey is to provide some navigation and advice to help you along the way.

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