The year is 2020. We are still in the middle of a global pandemic, and the U.S. Presidential election is less than one week away. To say that there is uncertainty at this time is putting it lightly. The VIX Index, which measures volatility, is currently sitting around 40. The higher the number the more… READ MORE

Presidential nominee Joe Biden’s campaign has proposed many major tax reforms as we near the November 2020 election. Much of this reform targets the legislation enacted by President Trump’s Tax Cuts and Jobs Act (TCJA) of 2017. While these are just proposals for the time being, they provide significant insight into the presidential nominee’s position… READ MORE

The enclosed Forbes article outlines eight retirement expenses that aren’t always front-of-mind as you enter the next phase of your life. Some of these are more obvious than others, but a sound financial plan requires anticipating the unexpected. Make sure that your financial professionals are accounting for these items the next time they put a… READ MORE