Weekly Market Commentary March 7, 2023

The Markets Sibling discord. Stocks and bonds are two of the better-known asset classes in the family of potential investments. Last week, they were in opposition. Bond yields have been moving higher in anticipation of the Federal Reserve raising rates again. For a while last week, every maturity of Treasury – from the 1-month Treasury… Read more »

Weekly Market Commentary August 29, 2022

The Markets Markets were tuned to the signals coming from Jackson Hole, Wyoming. During World War II, United States armed forces often relied on high-powered radio sets to communicate. When determining whether transmissions were garbled by static or obscured by the sounds of battle, the sender would ask, “Do you read me?” If communications were… Read more »

Weekly Market Commentary August 24, 2021

The Markets Markets were shaken last week by a potent cocktail of central bank tapering and economic growth concerns mixed with coronavirus and a splash of the new Chinese privacy law. On Wednesday, the minutes of the United States Federal Reserve’s Open Market Committee Meeting were released. They confirmed the Fed could begin tapering –… Read more »

Weekly Market Commentary June 30, 2021

The Markets What begins with the letter “I”? Infrastructure is essential and sometimes taken for granted. Pipes carry drinking water to our homes, offices, and healthcare facilities, and carry away sewage and wastewater. Highways, airports, railroads, waterways, roads, and bridges make efficient transportation of goods and safe travel possible. Energy systems and transmission lines keep… Read more »

Schwab Digital Account Opening Guide

For new clients joining our firm or current clients looking to add new accounts to their advisory relationship with our firm, we are now offering the use of Schwab’s Digital Account Opening Tool. We have included a link below to the step by step guide shared by Schwab to assist clients in navigating this tool.… Read more »

New DocuSign Guidance For Clients

In an effort to improve our practices and procedures to be more efficient and secure for our clients we have adopted new DocuSign tools. For those unfamiliar with DocuSign we have provided a link below to step by step screen shots on what to expect should a client receive a DocuSign email from our firm.… Read more »

Congratulations Ellen!

Please join us is congratulating Ellen Bosco-Brennan in attaining the Financial Paraplanner Qualified Professional™ Designation! The FPQP™ program covers the main facets in personal financial planning with a focus on practical application, such as estate, tax, retirement, insurance, and investments.

Updates to our In-Office Procedures

Although our staff has returned to the office, please be aware that we are still encouraging virtual meetings and will not be accepting any in-person meetings at this time. Anyone who needs to stop by our office to drop off materials or pick up documents is asked to wear a face mask and adhere to… Read more »