Leaving a Legacy Get in touch with our team New York Times columnist David Brooks writes that many people focus on their “resume virtues” when they should focus on their “eulogy virtues.”  Y ...

Financially Providing for Your Parents Get in touch with our team When we were children, our parents were there to nurture us, and later they became our mentors and guides. With time another ...

And Now for Some Good News (SGN) Get in touch with our team Last year, as the pandemic was just getting into full force, John Krasinski (Jim, from The Office) started producing a home news s ...

What We Learned in 2020 Get in touch with our team      This is a compilation of commentary from Joe Burgess and direct citations from Nick Murray’s “The Lessons of and Exceptionally Instruct ...

Elections and the Stock Market Get in touch with our team “If you mix politics with your investment decision making, you are making a big mistake” -Warren Buffet This November will mark the s ...

What Can Ed Viesturs Teach Us About Investing? Get in touch with our team As the incomparable Jerry Garcia of the Grateful Dead once sang, “What a long, strange trip it’s been”. Over the las ...

Understanding Your Investment Allocation: Should You Make a Change Because of COVID-19? Get in touch with our team With the market volatility we have experienced over the last two months du ...

Highlights from the CARES Act and Recent IRS Rulings Get in touch with our team On Friday, March 27, 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act.  This ...

New Laws Under SECURE Act Effective 2020 Get in touch with our team On December 20, 2019 the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law.  The prov ...

Can Grandparents Funding College Mess Up a Grandchild’s Financial Aid Package? Get in touch with our team Quite often now, I am having discussions with parents whose kids are about to enter ...