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Wealth Strategies

In Retrospect – 2020

A New Normal The year in brief. The coronavirus pandemic disrupted the global economy, global financial markets, and daily life in 2020.For investors, it was certainly an eventful year. Economic

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Wealth Strategies

The CARES Act – Tax Relief

The COVID-19 crisis has shifted many things around the world these past 9 months. With stimulus money paid to individuals and PPP loans made available to businesses this past summer,

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Wealth Strategies

Quarterly Economic Update

In this Q3 recap:Stocks post further 2020 gains as the economy bounces back and the Federal Reserve announces a shift in its approach to inflation. THE QUARTER IN BRIEF The

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Wealth Strategies

The Cost of Medical Care

The expense of insuring yourself may be minor compared to the price of surgeries and procedures. When uninsured people end up in the hospital, “sticker shock” can follow. Just a

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Wealth Strategies

Creating Better Financial Behaviors

In a perfect world, logic would always guide our financial decisions. Emotions wouldn’t come into play. But we don’t live in a perfect world. Far from it. That means our

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