The customized articles we have compiled here are designed to give you added insight into financial matters relevant to high net worth individuals. We invite you to re-visit this webpage periodically as we will regularly add new content. Please contact us if you would like to receive update alerts or further assistance regarding any financial matter.

Commentary

4/27/2021: The Race is On
1/26/2021: 2020: A Year Divided
10/09/2020: Q3 2020 Commentary
07/06/2020: 2020 Mid-Year Commentary: Extremes Continue as Uncertainty Abounds
04/03/2020: CARES Act Highlights
03/13/2020: Market Update: Extremes
01/27/2020: 2019 Review & 2020 Outlook
10/30/2019: Opportunity Zones: Merging Impact Investing & Tax Efficiency
10/15/2019: 2019 3rd Quarter Review & 4th Quarter Outlook
07/10/2019: 2019 Mid-Year Review & Commentary: Touch of Grey
04/15/2019: Q1 2019 Commentary
01/21/2019: Peak Earnings vs. Peak Earnings Growth: An Important Distinction
01/15/2019: 2018 Year End Commentary / 2019 Outlook
11/20/2018: Year End Financial Planning Corner: To Itemize or Not Itemize, That is the Question
11/1/2018: Mid-Quarter Commentary
10/5/2018: Q3 2018 Commentary
07/3/2018: 2018 Mid-Year Commentary
03/5/2018: Mid-Quarter Update: Tariffs, Protectionism and Volatility
02/5/2018: Equity Market Update: Everybody's Selling
01/17/2018: 2017 Year End Summary & 2018 Outlook
10/10/2017: Q3 2017 Commentary
07/12/2017: 2017 Mid-Year Update
04/28/2017: Trump's Tax Simplification Plan
04/06/2017: Q1 2017 Commentary: Focus on Interest Rates and Taxes
01/10/2017: 2016 Year End Recap & 2017 Outlook
12/12/2016: Financial Planning Corner
11/9/2016: Election Night Recap and Market Implications
09/12/16: August 2016 Market Commentary
06/29/16: Brexit: Follow Up Commentary
06/24/16: Brexit: Great Britain Votes to Leave the EU
05/20/16: May Economic & Market Commentary: Same Song Different Verse?

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