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INSTRUCTIONS to Access 2020 Tax Documents in Wealthscape


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Thrive, Not Just Survive in Changing Economic Seasons

Seasons Change

In our last two monthly editorials, we offered a high-level discussion about how economic variables might change under the new federal administration. Among other things, we discussed how a weaker dollar might characterize the coming economic environment, and how it also might create opportunities for investors going forward.  Understanding this is crucial as you look at your own financial stability and engage in portfolio management.  

Weakening Currency  

Newly appointed treasury secretary Janet Yellen has spoken on many occasions in recent weeks about the need for increasingly greater amounts of stimulus. On Monday,  Feb.

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Investing In A Biden Era Economy Part Two

As Seen In The Tribune  

February 12, 2021  

A few weeks ago, we published an article containing a high-level overview of investment opportunities under the new federal administration. As a continuation of that theme, I  wanted to offer some greater depth on those thoughts and get you thinking about your financial plan, portfolio management, and financial planning.  

As of the end of January, in my opinion, I believe we are already beginning to see some classic characteristics of market rotation.

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Investing In A Biden Era Economy


Within our previous economic articles, we discussed at length the potential implications of unknown election concerns on the economy, and by extension, on consumerism and the behavior of consumers in a Biden Administration era. 

A Look Ahead At The Risks and Opportunities In The New Year

Two Weeks Following The Election. Still Many Questions, and Very Few Answers

Market and Economic Implications of Election Results – What Can We Observe Now?

Within these articles, I discussed the potential for the market’s reaction as uncertainties became known.

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A Look Ahead At The Risks and Opportunities In The New Year

Updated November 16, 2021


Throughout this strange and unique year, I’ve shared my opinions and observations with you regarding financial market volatility and opportunities.  As we close the year and look forward to 2021, I wanted to cast a glance forward to what we might anticipate in the coming year.

The Financial and Emotional Challenges of 2020

On the 16th of December, I celebrated the end of my 29th year in the practice of financial planning.

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Two Weeks Following The Election. Still Many Questions, and Very Few Answers.

Two Weeks Following The Election. Still Many Questions, and Very Few Answers.

A little over two weeks since the election, and it seems that we have just as many un-answered questions today as we did a few weeks ago.

Within my video and article of last month, I drew reference to several economic observations from the years of the Obama Administration.

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Market and Economic Implications of Election Results – What Can We Observe Now?

As you might imagine, one of the most often asked questions that I have received from clients is, “who will win the election, and what impact do you think that will have on the market?”

Clearly, I am without a crystal ball, and as the previous election reminds us, trying to out-guess the sentiment of voters can be a dicey proposition.

As I have mentioned before, the markets really don’t care who occupies the White House. The markets are neither Republican nor Democrat.

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Opening Up America Again

State and local officials may need to tailor the application of these criteria to local circumstances (e.g., metropolitan areas that have suffered severe COVID outbreaks, rural and suburban areas where outbreaks have not occurred or have been mild).

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Markets establish new record highs and the paradox of the letter ‘V’

If you have been watching our video and podcast series this year, then you know that we have paid particular attention to many economic metrics as we have observed the closure of the United States economy, it’s re-opening, and looking to those metrics for direction as to market exposure and investment opportunities.

In this article, we are going to discuss the paradox with the letter “V”.  In April, the widely held opinion was that we would not experience a V-shaped recovery in either the economy or the market.

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Amid the Upheaval of 2020 and COVID19 – Don’t Overlook The Basics

It seems that since February, all of our attention has been focused on everything from the economic impact of COVID19, and market volatility, to the physical, mental and emotional implications of quarantining and social distancing.  It’s truly been a unique year.

During times such as these however, we can lose sight of some basic financial fundamentals, and I thought I would angle today’s article toward some of these areas that may be impacting many of you reading this.

From the standpoint of risk management, now would be a good time for an insurance review. 

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