News and Commentary

How to Carve a Pathway to Strong Financial Wellness by Olga Ismail, AIF

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Posted on September 03, 2020 by Olga Ismail

The additional time we are spending in our homes during the COVID-19 pandemic has given many of us a rare opportunity to pause and reassess our life choices, including those that affect our physical and mental well-being. For some, this has translated to a healthier diet, a more regimented exercise routine and more time spent […]

2020 Third-Quarter Market Update and Outlook by Joseph Karl, CFA

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Posted on August 13, 2020 by Joseph Karl

The first half of 2020 has been unprecedented with the global spread of the COVID-19 virus. The pandemic and the response of world leaders to contain the virus abruptly ended the longest economic expansion in U.S. history with the quickest and most severe deterioration in economic conditions in almost 75 years. The ultimate financial impact […]

Families Without Children Need Estate Planning Too by Brendan T. Hayes

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Posted on July 29, 2020 by Brendan Hayes

The once idealized picture-perfect family of two parents and two-and-a-half children has faded, as a growing number of married couples choose to live child-free. According to the U.S. Census Bureau, the number of married couples without children has doubled over the past 45 years and is expected to continue on an upward trend.  Despite the absence […]

RMDs Taken in 2020 Can Be Paid Back to Retirement Plans by the End of August by Robert Mark Weiss, CFA

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Posted on July 02, 2020 by Robert Weiss

Senior citizens required to take annual distributions from their IRAs, 401(k) plans and 403(b) retirement accounts have several alternative options in 2020. The CARES Act, which provides various forms of relief to individuals suffering the financial consequences of COVID-19, allows seniors to waive their RMDs for this year or payback to their retirement plans any […]

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