News, Updates, & Resources
February 2020 Monthly Insight – Embracing Volatility
“Don't underestimate the value of doing nothing” —A. A. Milne, an English author, best known for his books about the teddy bear Winnie-the-Pooh We hope all is well with you so far in the New Year. You have likely heard us plead the case that we must embrace...
What I Do And How I Can Help
By Lee Sherbakoff, CPA/PFS, CFP®, RICP® We all have dreams, but those dreams usually cost money, especially when it comes to retirement. It’s all well and good to picture yourself leisurely walking the beaches along Florida’s Gold Coast or funding an inheritance...
January 2020 Monthly Insight – Securing the SECURE Act
“I am prepared for the worst, but hope for the best.” - Benjamin Disraeli, British statesman and novelist On May 23, 2019, the U.S. House of Representatives, in a near-unanimous vote of 417-3, passed the Setting Every Community Up for Retirement Enhancement...
December 2019 Monthly Insight – Money Talk With The Family
"It was impossible to get a conversation going, everybody was talking too much." —Yogi Berra, Major League Baseball player, manager and Baseball Hall of Fame member You’ve heard it said before—never discuss religion and politics. It’s easy to understand why. Some...
November 2019 Monthly Insight – Volatility Can Be Spooky
“Stay in your seat come times of trouble. It’s only people who jump off the roller coaster who get hurt.” – Paul Harvey, American radio broadcaster for the ABC Radio Networks Over the last five years you have received our Monthly Insight letter. The purpose...
October 2019 Monthly Insight – The Economy Amidst Political Drama
“Markets typically like gridlock in D.C.” --Joseph Song, U.S. economist at Bank of America Merrill Lynch Headlines On September 24, Speaker of the U.S. House of Representatives, Nancy Pelosi, officially called for an impeachment inquiry into President Trump....
September 2019 Monthly Insight – Economic Trees
"Come to the woods, for here is rest. There is no repose like that of the green deep woods. Sleep in forgetfulness of all ill." -John Muir, advocate for the preservation of wilderness in the U.S. known as the “Father of the National Parks The Economy On July 31,...
August 2019 Monthly Insight – How Long Do You Plan To Live?
"The oldest old—people age 85 or older—constitute the fastest growing segment of the U.S. population… And living to 100 is becoming increasingly commonplace." – National Institute of Aging, U.S. Department of Health & Human Services A large majority of you, our...
July 2019 Monthly Insight – Record Setting Markets, U.S.-China Trade, and more!
“It's tough to make predictions, especially about the future.” ― Yogi Berra, Major League Baseball player, manager, and Baseball Hall of Fame member We’ve all heard it said: “Records are made to be broken.” We celebrate record-breaking winning streaks from our...
June 2019 Monthly Insight: Recessions Happen, but Likely Not Soon
I’ve heard there’s going to be a recession. I’ve decided not to participate. --Walt Disney Defining a recession Henry Wadsworth Longfellow’s poem, “The Midnight Ride of Paul Revere,” retells the story of a patriot who shouts a harrowing warning to his fellow...