BY KENT SHAW, CFA For office workers, and even those that spend less time in an office setting, email can be a blessing and a curse. In the last few years, it seems more of a curse. A research study … Read More
BY BILL LEE, DIRECTOR OF MARKETING OPERATIONS The Wall Street Journal in recent weeks has developed a series of articles they call MAKING IT WORK. As the new coronavirus forces big changes in how we work, The Wall Street Journal … Read More
BY THOMAS FRISBIE, CFA Every April, this writer looks forward to the playing of the Masters golf tournament—the perfectly maintained golf course, the perfect gallery behavior, the perfect azaleas in bloom and the nearly perfect golf. CBS advertises the event several … Read More
By CHRISTINE R. QUILLIAN, CFA, CFP® “Experience is a comb life gives you after you lose your hair.” – Judith Stern After stocks’ worst-ever start to a calendar year, now is a good time to remind ourselves why investors volunteer … Read More
By STEVE WHITTINGTON, CFA By now, anyone reading this blog, anyone reading anything, anywhere knows about what our country is currently grappling with regarding our nation’s response to the arrival of the coronavirus, or COVID-19, in America, and the subsequent … Read More
BY THOMAS FRISBIE, CFA For the sake of speed and efficiency, this blog post is available to clients and other people we consider interested in our work. Therefore, the comments within or additional thoughts might have already been shared or … Read More
BY BRENDAN WAGNER, Portfolio Manager Well, it had been my intention to look into the crowding at the top of the S&P500, and whether there might be better opportunities among the “invisible” smaller weights. Among the reasons, maybe the less-crowded … Read More
It was actually in Early January that the Coronavirus became a worry for the market. It started out in December 2019 in the city of Wuhan, the capital of China’s Hubei province, and seemingly the big market worries were about … Read More
By BRUCE R. STEINFELD, ESQ. Divorce has been called “the psychological equivalent of a triple coronary bypass.”1 Many believe that lawyers are largely to blame for the enormous psychological and financial damage caused by the divorce process. That’s not surprising, … Read More
Happy 2020! With the new year comes tax preparation season for 2019 tax returns. Our friends at Fidelity were kind enough to share the schedule below, which details the dates that various tax forms will be mailed in regard to … Read More