Communications

Considering a Roth Conversion

Considering a Roth Conversion. What is a Roth IRA? A Roth IRA is an individual retirement account that is funded with after-tax dollars, so the contributions are not tax-deductible, but once you start withdrawing funds, the money is tax-free provided certain...

Cybersecurity during COVID-19

Understanding how to protect yourself from malicious cyber threats. COVID-19 has changed nearly every aspect of our daily lives, including how we work, socialize, and communicate. Unfortunately this also means many of us will be subject to a range of new cybersecurity...

The Bond Market: 1st Quarter 2020

Bond Market Overview April 15, 2020By John Trentacoste    “Quality, income, asset allocation – and liquidity – have always been and will always be our main objectives as we actively manage our clients’ fixed income portfolios.”   Liquidity,...

The Equity Market: 1st Quarter 2020

What a Long, Strange Trip it’s Been April 15, 2020By Sarah Swan   “‘Long’ is the operative and ironic word, here, given that the past month has in many ways felt like years as we have ridden out the storms of each day and each week in an...

Breaking Down the 2020 CARES Act

Understanding the $2 trillion stimulus package.  As you likely know, the federal government, led by Congress and signed into law by President Trump, recently passed a stimulus bill to help those affected by the devastating COVID-19 outbreak.  It is known as the...

The Bond Market: 4th Quarter 2019

Bond Market Overview January 15, 2020By John Trentacoste  “And more than just an honorable mention… all hail the consumer who has pulled the domestic economy from the dire predictions of certain contraction once the Treasury curve inverted in August last...

The Equity Market: 4th Quarter 2019

Happy 2020! January 15, 2020By Sarah Swan  “We find it both nostalgic and fruitful to look back at the past decade because it can help us refine and adjust our perspective for the year (and decade) to come.” Happy New Year, and Happy End of a Decade—and a...

The Equity Market: 3rd Quarter 2019

Craving Certainty. October 15, 2019By Sarah Swan  “The consumer’s back might be getting a little sore from carrying an economy that is normally able to rely more heavily on manufacturing and production.”   Inter- and intraday volatility was a far too...

The Bond Market: 3rd Quarter 2019

Bond Market Overview October 15, 2019By John Trentacoste  “In the middle of 2018, I said that the more things changed, the more they seemed to stay the same. That was not the case for July through September of this year. “ It was a busy third quarter. In...

A Quick and Dirty Primer on Chaos Theory

“If the flap of a butterfly’s wings can be instrumental in generating a tornado, it can equally well be instrumental in preventing a tornado.” -Edward Lorenz Interesting to consider, no? Pop culture is very familiar with the adage about a butterfly’s wings flapping in...