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  • Market Commentary

Market Commentary 03/31/2020

The Markets The United States set some records last week.  First, we became the epicenter of the COVID-19 pandemic. Popular Science explained:  “An increase of 15,000 known …

Market Commentary 03/24/2020

The Markets The coronavirus (COVID-19) continued to spread across the United States last week. On Friday, March 13, the Centers for Disease Control (CDC) reported there were …

Market Commentary 03/17/2020

The Markets Last week was one for the history books. Mid-week, the World Health Organization (WHO) declared coronavirus a global pandemic. At the time, there were more …

Holiday Greeting – A Celebration of Irish Culture on St. Patrick’s Day

St. Patrick’s Day is a day of unity. In the past, St. Patrick was celebrated by Irish Protestants and Irish Catholics. As it has been …

Market Commentary 03/11/2020

The Markets  Last week, market volatility reached levels that make many investors uncomfortable. On Monday, the Dow Jones Industrial Average surged higher, delivering its biggest …

The Coronavirus Correction

In late February, concern that efforts to contain Coronavirus Disease 2019 (a.k.a. COVID-19) might result in slower global economic growth disrupted global markets. Share prices …

LifeStyle Newsletter – Coronavirus 101: The Basics

The coronavirus, which is now officially called Coronavirus Disease 2019 (COVID-19), has received a lot of attention. Since the outbreak began in China, late in …

Market Commentary 03/03/2020

The Markets Take a deep breath. We have experienced downturns before. Think back to 2018. During the last quarter of the year, major stock indices …

The SECURE Act Changed Retirement, Estate, and College Plans

There was a little something for everyone in the ‘Setting Every Community Up for Retirement Enhancement’ (SECURE) Act, a piece of bipartisan legislation that was …