2019 Q4 Investment Report

2019 was a really good year from an investment standpoint. Our chief investment officer discusses what happened last quarter, and why it’s part of our process to remain cautious.

Post-Death Planning

Have you ever wondered what happens to your unpaid bills after you die? You might be surprised to know that it depends on what kind of debt is still outstanding.

Charitable Giving Tips For Year-End

It’s hard to believe, but the countdown is on to make your year-end charitable gifts. Due to deadlines imposed by various custodians and brokerage firms, it’s important to make decisions quickly and to implement them as soon as possible.

2019 Q3 Investment Report

Curious how the markets did last quarter? Our chief investment officer discusses interest rate cuts, the S&P 500, and the inversion of the yield curve.