Video Resources

We have a saying around the firm of sticking to the basics or returning to basics. The same can be the foundation for estate planning. There’s 4 documents we recommend every client have. Basic Will – this details your asset distribution at death. You will name and executor in this…

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The Fed provided a dire forecast for the economy, indicating monetary policy will remain very easy for some time. In particular, Chairman Powell noted, “the path ahead is both highly uncertain and subject to significant downside risks.” He also highlighted the ways a deep and long recession could harm long-term growth…

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FOMO or the FEAR OF MISSING OUT is nothing new – in fact, this emotion is permanently linked to the core of human nature. It is not limited to investing, rather, FOMO is omnipresent and particularly so when it comes to things which are quantifiable – think of the cliché…

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Hands down the most common scenario we play out for clients is debt. 10 times out of 10 they get that paying off credit card debt is step one. That’s never the issue, however when it comes to low interest debt on things such as homes-businesses- specialized degrees, it’s another…

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In early March, consensus expectations for 2020 global GDP growth were +3%. Now they are -3%. That is a 6% swing in one month – unprecedented. In fact, you have to go back more than 40 years to find a similar decline in GDP. Even then, it took 12 months….

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