Blog

    Grateful and Proud

    Looking forward into 2022 (albeit with some sense of pandemic-related trepidation), we wanted to share our thoughts, reflections, and well wishes to you as the new year begins.

    Do I Need Estate Planning?

    Everyone needs an estate plan, no matter the size of the estate. Not only does this plan help carry out your wishes after your passing, it benefits you while you’re living. A good estate plan includes a plan to manage your financial affairs and health care decisions in the event that you cannot. It can prove invaluable in easing the administrative burden for your family and friends during a time of emotional distress.

    Could Evergrande Kick Off China’s Lehman Moment?

    Yesterday (September 20, 2021), global markets slumped on the news that Evergrande, a Chinese real estate developer, was headed for bankruptcy. For some, it’s brought to mind the great financial crisis in 2008, when a collapsing real estate sector almost took the U.S. and global banking system down, starting with the Lehman Brothers investment bank. In other words, many now fear that Evergrande could kick off China’s “Lehman moment.

    Defensive Planning for Proposed Tax Increases

    In 2021, the news has been full of reports of proposed tax increases contained in bills submitted to Congress under the Biden Administration. Whether these bills will be approved is uncertain as of this writing (July 30, 2021). With so much legislation making its way through Congress, the time may be right to start thinking about how to play defense against potential tax hikes.

    Midyear Outlook 2021: Finding Our Way Back to Normal

    Halfway through 2021, we can finally see the light at the end of the pandemic tunnel. There has been much progress with public health and the economy. Vaccines have controlled the virus and brought new case growth down to pandemic lows. Millions of jobs have returned as the country has reopened. But as we enter the second half of the year, new problems have emerged: those of success. Labor and supply shortages, plus the shadow of inflation, are calling the recovery into question. The initial bounce back has been strong, but will we get back to normal by year-end?

    Here’s What You Should Know About Bitcoin

    We’ve all seen the stories about bitcoin over the past few years—the triumphs and the pitfalls. For many investors, this cryptocurrency has raised a lot of questions and a lot of curiosity. Is bitcoin just a “scam” that will end in a meltdown? Or does it have the potential to revolutionize financial markets as we know them?

    Women and the Pandemic: Planning for a Healthy Financial Future

    Over the past year, we’ve all felt the effects of the coronavirus pandemic in one way or another. But, as the job losses and unemployment numbers tell us, it’s staggeringly clear that women—particularly women of color—have been disproportionately affected.

    Understanding the American Rescue Plan Act of 2021

    On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 ("the Act") into law, with large portions of the bill acting as an economic stimulus for individuals and businesses affected by the COVID-19 pandemic.

    Has Reddit Revealed Major Cracks in the Market?

    With concerns growing over a potential stock market bubble and a recent market pullback, it seems another crisis has hit the headlines: a group of retail traders has come after the market itself. Specifically, these retail investors tried to beat Wall Street by trading up several stocks well beyond what the professionals think they are worth. In doing so, the headlines claim, they have broken the market. Could that possibly be true? Let’s take a look at the details.

    Outlook 2021: Where We Are and Where We’re Headed

    As we approach the beginning of a new year and consider what it may bring, it’s helpful to reflect on the one now behind us. After what has been a tumultuous year of unbelievable events and unprecedented circumstances, we’ve made it to a point where there may actually be more good news than bad.