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
February 25, 2021 Harsh Financial Truths Webinar
Sara led us through our Harsh Financial Truths About Divorce webinar. Helping clients make informed decisions is part of our mission. We are firm believers that a realistic approach to the process can
January 21, 2021 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
Monthly Economic Update
Well, that was an interesting month. US financial markets seemed relieved to have Election Day behind us, with the S&P 500 index recovering from its October woes to end the
Help Is on the Way – Understanding the CARES Act
The Coronavirus pandemic is affecting us all. We’ve been staying healthy personally, but our kids have been home from school for weeks, and clients are sharing news of work furloughs,
401K Options for Small Businesses
Too many small businesses skip offering a 401(k). They do this for a wide range of reasons, but more often than not fear is what’s getting in their way. Setting
