The Macro View

2020 Highlights the Importance of Estate Planning

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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 »


End of Year Financial Planning Guide

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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 »


Tactical Diversification in 2020

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  The investment and economic landscapes have undergone a dramatic reshaping in the wake of the COVID-19 pandemic and subsequent severe market volatility.  While the net effect has been damaging, it’s provided investors with ample opportunity to re-explore the diversification of their portfolios.  As investors, we are constantly taught the importance of diversification in an… Read more »


CARES Act Waives Required Distributions in 2020

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  The Coronavirus Aid, Relief, and Economic Security (CARES) Act, a wide ranging fiscal relief package aimed at helping Americans confront the economic challenges brought on by the Covid-19 pandemic, contains a series of unprecedented maneuvers including the much discussed stimulus check provision and the Paycheck Protection Program (PPP).  While these two features of the… Read more »