The Planning Process

The Planning Process

While the federal and local elections have been a primary focus for many of us lately, we thought this would be a good time to remember and review the core purpose and value of the work we provide:  Financial Planning.  There are many things we cannot...
What the 2020 Election Could Mean for Investors

What the 2020 Election Could Mean for Investors

As citizens and investors, the upcoming election will drive policies that will help shape our economy, the markets, and our lives. The three most likely scenarios (and implications) are below. President Trump wins a second term and Congress remains split between a...
Politics & Investing

Politics & Investing

The frenzy surrounding a US presidential election cycle often gives investors concern about how their portfolios will fare under a Republican or Democratic administration.  Perceptions, including beliefs about which political party will be better for investors,...