Archive for March 2020

Pullbacks, Corrections, and Bear Markets

What’s the difference? What do these terms mean for you? The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower. Worried investors believe “this time it’s different.” When the market drops, some investors lose perspective that…

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Coronavirus & More

The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What’s next? In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 caucuses and primaries, we have just experienced the third presidential impeachment in American…

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Starting Estate Planning Conversations With Family

Often we try to avoid uncomfortable conversations to make our gatherings as shiny and bright as possible. You certainly don’t have to tackle all of your communal money-related questions during the holidays, but one key conversation should be at the top of your “to-do” list: estate planning. What Is Estate Planning? Estate planning is the…

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