Estate Planning in the Time of Great Uncertainty

May 27, 2020

I have been in Wealth Management for more than 30 years, and, in my opinion, there has never been a greater urgency for estate planning than what we are seeing at this moment in history.  The current health crisis, compounded with working from home and spending more time around loved ones, compels one to put life into perspective, which often can include thinking about one’s own mortality. READ MORE

COVID-19 Monitoring Resources

April 03, 2020

As we continue to track the COVID-19 situation and assess its impact on financial markets, we wanted to share some of the resources we’re monitoring on a daily basis.  Useful data is scattered across the internet, so we look at a variety of sources to get a fuller picture of how various states and countries are handling the pandemic, particularly how case and death curves are trending.READ MORE

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