The Macro View

Posted by

The Covid pandemic has been an unavoidable reminder of life’s fragility.  No matter how much caution we take, we’re all at the mercy of the universe and our fortunes and health can turn in an instant.  As financial planners we have the somewhat unfortunate privilege of working with and educating clients on the critical importance… Read more »


Posted by

Committing to an end of year financial check-up is one of the most important financial planning habits that all of us can incorporate into our annual calendars.  Daniel Pink’s “When”, offers the idea of temporal landmarks – times of the year or certain dates when we are inspired to take stock of where things currently stand while looking ahead to our goals for the future. While it can be tempting to cruise… Read more »


Posted by

The original SECURE ACT was passed into law in December of 2019 way back when we could go to movie theaters.  Flash forward 10 months and the chairman, Rep. Richard Neal (D-MA) and ranking member, Rep. Kevin Brady (R-TX), of the powerful U.S. House Ways & Means Committee have introduced a sequel to the SECURE Act – “Securing a Strong Retirement… Read more »


Posted by

The IRS has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2021 and after a year full of change there will be little changes to the limits next year. Important limits for Plan Sponsors to be aware of: 401k Plan Limits 2021 2020 Maximum Employee Deferral $19,500… Read more »


Posted by

In our 2020 mid-year investment market review & outlook, Chris Thomas discusses the main economic and market related themes from a rollercoaster first half of the year along with some of the key topics and scenarios we’ll be watching as we step into the 2nd half of 2020.  We also share some insight on what’s… Read more »