Current Events Not the Same, But Better by Leah Jane Barnwell, CRPC® It has been a truly extraordinary couple of years. In the world, in this country, and right here at home ... Read more...
Quarterly Market Update Market Quarterly: Q1 2022 by M. Burke Koonce, III There’s Lots of Bad News. That’s Good News. After seven consecutive quarters of positive returns, the S&P 500 finally turned ... Read more...
Current Events On The Eve of the Apocalypse by M. Burke Koonce, III It was inevitable, I suppose, the same way good dogs get old, Polaroids fade and rock drummers spontaneously combust. For ... Read more...
Current Events Investing A Long March by M. Burke Koonce, III True to the proverb, March came in like a lion. As oil prices, interest rates, and geopolitical tensions each climbed ... Read more...
Investing Will the Next Domino Fall? by Dan Tolomay, CFA My sons like to play with dominoes. Specifically, they like to stand them up in rows, push the first one ... Read more...
Current Events Investing When the Ride Gets Bumpy by M. Burke Koonce, III Last spring, my wife and I took our daughter to Disney World. We had been recently vaccinated and we were ... Read more...
Miscellaneous A Toast To Mr. Scrooge by M. Burke Koonce, III For the past seven years, my daughter has played a role in a local production of Charles Dickens’ A Christmas ... Read more...
Current Events October Surprise by M. Burke Koonce, III October. The name of the month conjures particularly vivid imagery. Autumn leaves whispering in the trees and crunching underfoot. Clear, ... Read more...
Investing Boo or Boon? by Dan Tolomay, CFA Darkness arrives sooner these days. The air is cooler. Our neighborhood is slowly populating with ghosts and skeletons. It is ... Read more...
Regulatory Updates Estate Planning Legislative Update: Estate Planning Action To Take Now by Westray Veasey, J.D. Last week, the House Ways and Means Committee released its first draft of the “Build Back Better” legislation. The revenue ... Read more...
Uncategorized Severe Blue by M. Burke Koonce, III I went to dinner last week with a friend who was on his way to New York to see one ... Read more...
Security Cyber Threats: Prevention is Key by Lindsey Stetson, CFP® Websites and smart devices have increased in sophistication, allowing us to perform personal and financial tasks from the palm of ... Read more...