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Insights
Quarterly Commentary: Fourth Quarter 2020
January 29, 2021
The pandemic and its cascading effect on our lives remained front and center as we closed 2020. The 4th quarter continued in the turbulent manner that marked the entire year.... Read More
Quarterly Commentary: Third Quarter 2020
October 23, 2020
As we enter the 4th quarter of 2020, we are encouraged by progress in the economy and the markets, despite the convergent headwinds of the global pandemic, a recession, civil... Read More
2021 Medicare open enrollment for current beneficiaries
September 24, 2020
It’s open enrollment for current medicare beneficiaries. From October 15, 2020, through December 7, 2020, current Medicare beneficiaries can make changes to their existing Medicare Part D coverage for the... Read More
Who should own a 529 plan: parents or grandparents?
July 30, 2020
Clients with children and grandchildren often ask us about the best way to make the most of a 529 plan – particularly as it relates to ownership of the account.... Read More
Quarterly Commentary: Q2 2020
July 29, 2020
Before we delve into our quarterly commentary, we want to express our continued sympathy for those who have been affected, either directly or indirectly, by Covid-19, as well as our... Read More