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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…
One of the most important parts of retirement planning is identifying optimal housing and healthcare arrangements for later years. This may range from modifications to an existing home to accommodate aging in place, to downsizing…
In retirement planning, there inevitably needs to be a financial analysis to determine how much one can spend and for how long, based on a set of predetermined assumptions. That is vital in determining if…
There are three action steps every nonprofit should be taking in these uncertain times of the COVID-19 crisis. I believe these action steps are critically important for the current and future health of their organization. …
Co-Authored by Bob Wolfe, Associate Wealth Advisor If you’ve been furloughed or are now unemployed, do you know how you’ll get healthcare coverage? One of the realities of health care in the United States is…
Before embarking on a journey, every ship’s captain is legally responsible for developing a voyage plan. A proper voyage plan is prepared by the captain or an experienced crew member and maps out each segment…
The Senate and House of Representatives approved a $2 trillion stimulus package named the Coronavirus Aid, Relief, and Economic Security (CARES) Act in response to the COVID-19 crisis – the largest emergency package of its…