Articles - Page 9
- Wealth Management / Market Commentary
"No way out but through" ~ Robert Frost
|Read MoreLooking out the window at the empty streets below, it is remarkable to recall how different the world was just six weeks ago. From a...
- Financial Planning
SECURE-ing Your Retirement
|Read MoreDo you feel “SECURE” about retirement? With the December 20, 2019 signing of the “Setting Every Community Up for Retirement Enhancement” Act, the federal government...
- Market Commentary
A Year (and Decade) to Remember
|Read MoreDespite lingering concerns from the vacillating U.S.- China trade negotiations, all major asset classes and geographies posted strong returns in 2019. The S&P 500 Index...
- Wealth Management / Non-Profit Management
Pensions, OPEB & ARCs - Oh My!
|Read MoreWhy should anyone other than a municipal analyst care about state and local pensions, OPEB (Other Post Employment Benefits) and ARCs (Annually Required Contributions)? We...
- Market Commentary
Technology, Health & Wealth
|Read MoreA few years ago, I briefly suffered from agonizing upper back pain that was eventually linked to years of unintended slouching over my work computer...
- Financial Planning
College Planning: 529 Plans, the FAFSA and You
|Read MoreTis the season for high school seniors across the country to choose where they intend to spend the next 4-6 years of their lives. Deciding...