News & Events

In late February and early March, as the coronavirus began to garner widespread attention manifesting in the most rapid decline of the equity markets in history, we wrote to you about the need for investors to remain disciplined and focused on the long-term objectives of your portfolio. The vast majority of our clients followed our […]

As we begin the 2nd Quarter of 2020 we face a moment of crisis. The economy has been under tremendous pressure in the face of the global pandemic and our country’s response. This is a moment when all of us take stock of what is truly important to us and in that context we hope […]

Retirement Plan Changes: Coronavirus Related Distributions from IRA Accounts: This year, individuals under age 59 1/2 will be able to take out IRA or other retirement plan funds without the normal 10% penalty that would otherwise apply. If one takes a “Coronavirus-Related Distribution,” they will have up to three years to repay that distribution back […]