Enjoy our Quarterly Market Update webinar, where we discussed what has been happening for the past quarter and what we think it means for individual investors. Suzanne and Sara led
Child Tax Credit: What You Need to Know
If you are a parent of a child under the age of 17, you may have heard about recent changes to the child tax credit or even received a letter
Monthly Economic Update
It’s too sunny out to think of a clever introduction to this month’s newsletter. Hopefully many of the rest of you are enjoying similar challenges. May brought continued improvement in
Monthly Economic Update
I’m excited to go meet my friends’ new baby this month. She will be almost three months old, so hopefully she will still have that great baby head smell. Her
Quarterly Market Update Webinar
With the first quarter of 2021 behind us, the global economy is seeing both healing and ongoing trouble. Markets continue to be optimistic, and policy makers face once in a
Monthly Economic Update
Crocuses are blooming in my yard, which have always given me joy. In Maryland they would poke their brave little buds up through the snow to promise that days would
Monthly Economic Update
After the first month of 2021, the groundhog saw his shadow and a new administration is still trying to pass more economic stimulus through our divided legislature. Vaccines are being
Economic and Market Update Webinar
January offers us an opportunity to reflect on the year past and consider where we find ourselves in the present. Thanks to 2020, many of us are better prepared to truly
Last Minute Money Moves for 2020
Congratulations, you survived 2020! There are only a few weeks left in the year, but still enough time for a few money moves. Many economic commentaries have noted a “K-Shaped”
