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The COVID-19 pandemic has had a significant impact on all facets of life. Social distancing guidelines and travel bans have accelerated the trend towards online shopping. Working from home is now the norm for those fortunate…
Navigating a raft in tumultuous white water seems an apt metaphor for what we are likely to experience in the markets coming into the election. Markets, like most individuals, hate uncertainty. The current election during…
The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 eliminated the need for retirement account holders to take Required Minimum Distributions (RMDs) for this year. This RMD holiday for 2020 is very unique…
Since the start of the COVID crisis and the shutdown, I've been co-hosting a regular Zoom call with Sam Goldfinger and Andy Peskoe, good friends and veterans of the hospitality industry, we've called "Hospitality Squares." …
Among the most serious concerns when stay-at-home orders were put in place during the pandemic was how people would have access to food. Grocery stores, restaurants, and other food and beverage purveyors were deemed essential…
Two years ago, amid rising interest rates, trade wars, and concerns that the longest economic expansion in history had to come to an end sometime, market volatility made a comeback. At the time, many investors…
We are living in times of unprecedented uncertainty caused by the COVID-19 pandemic. How and when the pandemic ends, allowing us to get back to our typical routines, is still completely unknown. There are lots…
The Federal Reserve, once again, is in the public spotlight as the coronavirus pandemic continues. For good reason, as one of their general functions is to promote the stability and smooth functioning of the financial…
Behavioral finance is the study of how people make financial decisions. We are all affected by different biases that impact our decision-making on a daily basis. It’s important to examine and raise awareness of a…
Many of our clients and friends of the firm have expressed concern about the security of their children's jobs and futures. The children - and grandchildren - range from college-aged students and young professionals to…