Library
Weekly Missives
Market Musings
February 2021: Using Charitable Remainder Unitrusts for RMDs
January 2021: Charitable Remainder Unitrust vs. Fixed Income Annuity
December 2020: How to Manage a Charitable Remainder Unitrust
November 2020: The Importance of Getting Started Early
October 2020: The Great Asset Allocation Debate
September 2020: The Almost Perfect Real Estate Storm
Quarterly Review
A timely review of global financial markets that can influence the structure of client portfolios.
Capitalism to the Rescue (Q1-20)
America is Great...Still! (Q3-19)
Recent Perspective
A Time of Transition (Q3-20)
On March 11th, the World Health Organization declared the COVID-19 outbreak a pandemic. Two days later, President Trump declared a national emergency in the United States. Who would have thought the year would experience record swings in...
In order to read these documents you will need to have Adobe Reader installed on your computer.