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  • Market Commentary

Market Commentary 11/24/20

The Markets The U.S. economy is like a semi-trailer truck. No one likes being stuck behind a semi at a stoplight because big trucks don’t …

Market Commentary 11/17/2020

The Markets Vaccine can be a powerful word. It’s worth 14 points in Scrabble (42 on a triple word square) and, last week, it was …

Market Commentary 11/10/2020

The Markets It’s said markets hate uncertainty, but that wasn’t the case last week. Despite tremendous uncertainty about the outcome of the United States election, …

Market Commentary 11/03/2020

The Markets Last week, financial markets and economic data told very different stories. Reviewing economic data is a bit like looking in a rearview mirror. …

How to Make a Wealth-Transfer Plan

A well-designed plan protects your wishes and helps avoid conflict among your heirs. A wealth transfer plan guides the movement of your assets from your …

The Importance of Long-Term Care Planning

Long-term care coverage can fill in the gaps other health care insurance leaves behind.  Long-term care insurance helps cover the cost of assistance with daily …

Market Commentary 10/27/2020

The Markets Stimulus talks led investors in a merry dance last week. So far in 2020, stock markets have been sensitive to fiscal stimulus. Last …

Market Commentary 10/20/2020

The Markets It was a turbulent week for investors. Waves of positive and negative news buffeted financial markets last week: The financial sector delivered upbeat …

Market Commentary 10/13/2020

The Markets Yes. No. Maybe? Markets were sharply focused on the status of stimulus last week. First, it was on. Then, it was off. Then, …