The investment markets certainly know how to close out a decade in style. Just as 2009 ended the first decade of the 2000’s with strong performance across asset classes, 2019 ended the most recent decade the same way.

It took months but the SECURE Act that passed the house by an overwhelming majority back in May was added to a spending bill and signed into law. How could it impact you?

With the federal estate tax exemption at a reduced level through 2025, what happens if someone makes gifts during this temporary period? The IRS recently clarified their position...

This month, we celebrate the 25 year anniversary of the founding of our firm. First and foremost, we want to thank YOU, our clients and friends of the firm, for your support and confidence over these years.

The end of the year represents the perfect opportunity to reflect on the last twelve months and to review your overall personal financial situation. We’ve now had a year to assess the impact of last year’s tax reform bill and to understand how your own tax situation was affected.

For Every Positive, There is a Negative - In the US, large cap stocks finished the quarter up close to 2%, but mid cap stocks were flat and small cap stocks lost about 2%. Outside of the US, developed market stocks were just barely negative but emerging market stocks were down over 4%. In commodities, gold posted a strong 4% return, but the broader commodity index lost 2%.