From
Our
perspective

Emily Lambert helps us understand how to navigate a world of increasing cyber threats.

In our latest video, Billy Cooper, Investment Management Planner, talks through what’s going on with the FAANG stocks lately.

Why this might be an especially prudent time to consider a Roth IRA.

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 threats, including the all-too-common phishing attacks but with an added pandemic twist.

Liquidity, liquidity, who’s got the liquidity?

Readers of somewhere around my years may remember playing the child’s game ‘button, button, who’s got the button?’, though it has its roots as far back as the late 1800s. In the game, only one child ends up with the button.
As for the Federal Reserve in the current economic crisis brought on by COVID-19, everyone gets liquidity.

What a long, strange trip it’s been. And we know we don’t need to tell you that—we’ve all been on this trip together. “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 environment so foreign that it is hard to remember what “normal” felt like just a calendar page ago.

Understanding the $2 trillion federal stimulus package’s various provisions and how they might impact you.

I enjoy writing the fourth quarter commentary; other than the highlights of the quarter, it provides an opportunity to look back at some of the prominent events of the entire year. And what a year it was.

Happy New Year, and Happy End of a Decade—and a pretty blow-out one at that. 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.