The Beatles Look Back at 2020
Paul McCartney and John Lennon sum up last year and the start to this year.
Bond Talk: Why Invest When Yields Are So Low?
Even in a low rate environment, bonds still make sense as part of a diversified portfolio. Here's why.
The Market Just Hit a New High. What Should You Do With Your Bonus?
Did you receive a year-end bonus? Is it ok to invest when the market is at an all-time high?
Coping During Covid: Our Firm's Experience
Many of you have so kindly asked how our firm has coped with the challenges of running a business during an extraordinary time. Here are a few thoughts.
Lightning Round: Your Top Questions Answered
Did you miss the Virtual Town Hall with Shari & David? Here are answers to your top questions.
Our 2020 Year-End Financial Planning Checklist
It's the time of year to think about financial planning items that need to be completed before year-end. Here's a checklist to get started.