Tending Your Financial Garden: Portfolio Rebalancing

Investments 22nd May / 2020
During the weeks of shelter-at-home, I'm sure we've all tried some new activities or things to pass the days in a safe, productive way. One of the things to which I've had my first exposure recently is gardening. My son's elementary school has a wonderful garden whose benefits are more than just aesthetic: The Master [...] Read More
Tax News You May Have Missed Last Week
Tax 15th April / 2020

Tax News You May Have Missed Last Week

Just when you thought we had exhausted all of the possible news in the world of income taxes, the IRS has provided taxpayers with additional explanations and relief that seem worthy of mention.

read more
CARES Act – Highlights for Small Businesses – Part 2
Businesses 10th April / 2020

CARES Act – Highlights for Small Businesses – Part 2

This is the second of our two part communication regarding the major provisions included in the CARES Act that affects small businesses.

read more
Connecting From a Distance: Focus on What You Can Control
Investments 9th April / 2020

Connecting From a Distance: Focus on What You Can Control

As we have all witnessed over the past month, the financial markets can be volatile and unpredictable, with prices often moving without explanation on a day-to-day basis.

read more
Dimensional Market Perspectives Recording Now Available
Investments 9th April / 2020

Dimensional Market Perspectives Recording Now Available

The recording from Dimensional Fund Advisor’s latest Markets Perspective Webcast Series is now available.

read more
Special Update: Highlights From Last Week
Businesses 6th April / 2020

Special Update: Highlights From Last Week

The following is a summary of the past week’s events with respect to the Payroll Protection Program and Economic Injury Disaster Loans.

read more
CARES Act – Highlights for Small Businesses
Businesses 1st April / 2020

CARES Act – Highlights for Small Businesses

We break down the four major provisions of The CARES Act like to have an immediate economic impact on small business.

read more
CARES Act: What Businesses Should Know
Businesses 30th March / 2020

CARES Act: What Businesses Should Know

To help understand the options and benefits for your business, here are some things you may want to consider.

read more
CARES Act: What Individuals & Families Should Know
Families 30th March / 2020

CARES Act: What Individuals & Families Should Know

What does the CARES Act mean for you and your family? We’ve broken them down for you.

read more
The Power of What We Know
Investments 27th March / 2020

The Power of What We Know

Today’s there’s so much that is unknown. But we can find relief in what we do know, what helps us plan, adapt, and succeed.

read more
We All Need a Boost
Investments 27th March / 2020

We All Need a Boost

What does tennis and investing have in common? Sometimes we just need a boost to get refocused.

read more
Historic Coronavirus Relief Package
Legislation 25th March / 2020

Historic Coronavirus Relief Package

Here are a few things you and your family and/or business should know about the pending COVID-19 economic rescue package.

read more
Estate Planning Opportunities
Families 24th March / 2020

Estate Planning Opportunities

In light of recent event, here are several estate planning opportunities you and your family could consider.

read more
Special Update: Additional Guidance Issued on Tax Filing Deadlines
Tax 23rd March / 2020

Special Update: Additional Guidance Issued on Tax Filing Deadlines

On March 20th, the Treasury issued Notice 2020-18 which expands upon the guidance in Notice 2020-17. Here’s some important changes.

read more
IRS Defers Tax Filings & Payments to July 15th
Tax 20th March / 2020

IRS Defers Tax Filings & Payments to July 15th

On March 18th, the Treasury issued Notice 2020-17, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic.

read more
COVID-19 Preparedness for Business Owners & Operators
Businesses 17th March / 2020

COVID-19 Preparedness for Business Owners & Operators

Here are some common COVID-19 issues we are discussing with business owners, operators, and executives.

read more
Having a Plan Makes Your Choice Easier
Investments 11th March / 2020

Having a Plan Makes Your Choice Easier

As it relates to market uncertainty and investments, when things get scary there are really only three approaches to choose from.

read more
Coronavirus and the Markets
Investments 28th February / 2020

Coronavirus and the Markets

Considering a dramatic action in response to market events? Here are some facts we believe can give you confidence to stay the course.

read more

CARES Act – Highlights for Small Businesses – Part 2

Businesses 10th April / 2020

This is the second of our two part communication regarding the major provisions included in the CARES Act that affects small businesses.

Read More
Special Update: Highlights From Last Week
Businesses 6th April / 2020

Special Update: Highlights From Last Week

The following is a summary of the past week’s events with respect to the Payroll Protection Program and Economic Injury Disaster Loans.

read more
CARES Act – Highlights for Small Businesses
Businesses 1st April / 2020

CARES Act – Highlights for Small Businesses

We break down the four major provisions of The CARES Act like to have an immediate economic impact on small business.

read more
CARES Act: What Businesses Should Know
Businesses 30th March / 2020

CARES Act: What Businesses Should Know

To help understand the options and benefits for your business, here are some things you may want to consider.

read more
COVID-19 Preparedness for Business Owners & Operators
Businesses 17th March / 2020

COVID-19 Preparedness for Business Owners & Operators

Here are some common COVID-19 issues we are discussing with business owners, operators, and executives.

read more

CARES Act: What Individuals & Families Should Know

Families 30th March / 2020

What does the CARES Act mean for you and your family? We’ve broken them down for you.

Read More
Estate Planning Opportunities
Families 24th March / 2020

Estate Planning Opportunities

In light of recent event, here are several estate planning opportunities you and your family could consider.

read more

Tending Your Financial Garden: Portfolio Rebalancing

Investments 22nd May / 2020
During the weeks of shelter-at-home, I'm sure we've all tried some new activities or things to pass the days in a safe, productive way. One of the things to which I've had my first exposure recently is gardening. My son's elementary school has a wonderful garden whose benefits are more than just aesthetic: The Master [...] Read More
Connecting From a Distance: Focus on What You Can Control
Investments 9th April / 2020

Connecting From a Distance: Focus on What You Can Control

As we have all witnessed over the past month, the financial markets can be volatile and unpredictable, with prices often moving without explanation on a day-to-day basis.

read more
Dimensional Market Perspectives Recording Now Available
Investments 9th April / 2020

Dimensional Market Perspectives Recording Now Available

The recording from Dimensional Fund Advisor’s latest Markets Perspective Webcast Series is now available.

read more
The Power of What We Know
Investments 27th March / 2020

The Power of What We Know

Today’s there’s so much that is unknown. But we can find relief in what we do know, what helps us plan, adapt, and succeed.

read more
We All Need a Boost
Investments 27th March / 2020

We All Need a Boost

What does tennis and investing have in common? Sometimes we just need a boost to get refocused.

read more
Having a Plan Makes Your Choice Easier
Investments 11th March / 2020

Having a Plan Makes Your Choice Easier

As it relates to market uncertainty and investments, when things get scary there are really only three approaches to choose from.

read more
Coronavirus and the Markets
Investments 28th February / 2020

Coronavirus and the Markets

Considering a dramatic action in response to market events? Here are some facts we believe can give you confidence to stay the course.

read more

Historic Coronavirus Relief Package

Legislation 25th March / 2020

Here are a few things you and your family and/or business should know about the pending COVID-19 economic rescue package.

Read More

Tax News You May Have Missed Last Week

Tax 15th April / 2020

Just when you thought we had exhausted all of the possible news in the world of income taxes, the IRS has provided taxpayers with additional explanations and relief that seem worthy of mention.

Read More
Special Update: Additional Guidance Issued on Tax Filing Deadlines
Tax 23rd March / 2020

Special Update: Additional Guidance Issued on Tax Filing Deadlines

On March 20th, the Treasury issued Notice 2020-18 which expands upon the guidance in Notice 2020-17. Here’s some important changes.

read more
IRS Defers Tax Filings & Payments to July 15th
Tax 20th March / 2020

IRS Defers Tax Filings & Payments to July 15th

On March 18th, the Treasury issued Notice 2020-17, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic.

read more