Investing During Interesting Times

Investing During Interesting Times

“It’s no wonder that truth is stranger than fiction. Fiction has to make sense.” ─ Mark Twain Usually, when we write our quarterly investor commentary, we perform a deep dive analysis into one particular subject that offers long-term investment relevance for our...
The Vital Importance of IRAs

The Vital Importance of IRAs

We have published this Navigator at this same time each of the past three years in order to highlight the importance of IRAs and to encourage our clients to make their annual IRA contributions prior to the tax filing deadline.  Given the vital nature of this topic, we...
A Primer for Social Security

A Primer for Social Security

The purpose of this Navigator is to explain the basics of Social Security benefits, to discuss a few particularly useful saving strategies, and to provide additional resources that may be useful for anyone who is preparing financially for retirement about how to...
10 Predictions for 2022

10 Predictions for 2022

“Never let the future disturb you. You will meet it, if you have to, with the same weapons of reason which today arm you against the present.” ─ Marcus Aurelius, “Meditations” Making predictions is always tricky, and short-term forecasts are seemingly more difficult...