Client Letter | Stay The Course | February 4, 2021

Dear Valued Investor, “In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” Warren Buffett 2021 is under way, as our nation and the rest of the world look to begin to put the global pandemic behind us. The path...

February 2021 Newsletter

Majority of Young Adults Living at Home A record number of young adults lived at home with their parents in 2020, driven by the coronavirus pandemic but exacerbated by other factors. More Details Key Retirement and Tax Numbers for 2021 Here are a few key...

January 2021 Newsletter

Different Inflation Measures, Different Purposes The Consumer Price Index is often mentioned in the media, but the Federal Reserve focuses on “core PCE” when setting economic policy. More Details Sequence Risk: Preparing to Retire in a Down Market Dividing...