News and Articles

Although retirement is certainly a financial decision, it’s so much more than that. Our clients take different paths to reach that milestone and often have very different perspectives on it once they’re there. What follows is a view from our co-founder Larry Sherman...

“This market is at all-time highs! A crash must be coming! Shouldn’t we move to cash?!” We’ve heard these refrains consistently since the market recovered from the Global Financial Crisis of 2007-2008. Many are surprised to learn just how often the market trades at or...

Staying invested in the stock market, at times, can be gut-wrenching. Just ask investors in the dot.com bust of 2000-2002, the Great Recession of 2007-2009, or more recently the coronavirus plunge in March of 2020, how they felt during the market freefall. It can be...

“It is not given to human beings – happily for them, for otherwise life would be intolerable – to foresee or to predict to any large extent the unfolding course of events.” - Winston Churchill’s eulogy for Neville Chamberlain. November 12, 1940. Whether seen as an...

The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law on the evening of Friday, March 27th. The CARES Act is designed to boost the economy by providing over $2 trillion in relief through multiple avenues including individual rebates,...

       The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law on the evening of Friday, March 27th. The CARES Act is designed to boost the economy by providing over $2 trillion in relief through multiple avenues including individual rebates,...

              The recent market downturn has created an opportunity for some to convert part or all of a traditional, pre-tax retirement account (such as a 401(k) or IRA) to an after-tax Roth account. The goal of this strategy is to take advantage of lower account...