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A Turning Point

A Turning Point Dear Clients and Friends, At midnight on December 31, many of us cheered the turning of the calendar as a year of challenges took its place in the history books. We hope the new year will be a year of recovery—a turning point in public health, the economy, and the markets. We are...

Retirement Planning Considerations Surrounding the Election

Retirement Planning Considerations Surrounding the Election In November 2016, I remember carrying my three-month-old daughter late into the evening of election night. I told my wife not to worry and that I would be on duty that night. The markets had been caught off guard and equity futures were...