Equity markets around the globe posted positive returns in the fourth quarter.... Read More
Wealth Planning Quarterly

Stocks Know COVID Will Disappear Someday
One major theme of the year was the perceived disconnect between markets and the economy. How could the equity markets recover and reach new highs when the economic news remained so bleak?... Read More
Financial Planning Tip
Cybercrime Story Part I: True Tales of Fraudsters Preying on Homebuyers
Buying a home is one of the most expensive purchases you’ll ever make. It’s also one of the most emotional, which makes it ripe for fraud.... Read More
Financial Planning Tip
Cybercrime Story Part II: Looking for Love (in All the Wrong Places)
Fraud directed toward the lonely and vulnerable can happen regardless of age, education, or circumstances. Fraudsters take on different shapes to take advantage of others.... Read More