Black Lives Matter

Like so many others, we are deeply disturbed, infuriated, and saddened by the murders of George Floyd, Ahmaud Arbery, and Breonna Taylor, and many other senseless killings before them. We…

Continue Reading

The CARES Act for Individuals

Financial advisor Stephanie Summers summarizes The CARES Act and some of the provisions for individuals including stimulus checks, unemployment insurance, student loans and more.

Continue Reading

Market Update: March 13, 2020

https://youtu.be/4tqyOvPrGcs   Transcript: Hopefully you already received and watched our February 28th market commentary about how COVID-19 has impacted our global economy. While it has only been a couple of…

Continue Reading

Coronavirus and the Global Stock Market

https://youtu.be/g0LUXVfhalE This was a communication sent to our clients last week about the coronavirus and its impact on the global financial markets. ------- Video Transcript If you’re following the news,…

Continue Reading