Most every day there are multiple articles advising investors on how to prepare for the impending recession, or forecasting recession, or highlighting the vulnerability of record stock prices to the widely expected recession.  These articles reflect the need of the media to attract eyeballs and the desire of some pundits to garner attention.  Anyone can...Read More

by Jeff Deiss CFP, AEP, Wealth Advisor The Social Security Administration announced last week that benefits and the maximum amount of wages subject to payroll taxes will increase by 1.6% in 2020.  This reverses the trend of higher increases over the past two years and while it is more than a full percentage point less than...Read More

by Paul Broughton It’s mid-October which means fall football, playoff baseball, and beautiful fall scenery.  This fall, however, financial markets still seem to be experiencing above average amounts of uncertainty due to ongoing trade disputes and concerns over slowing economic growth.  And, quietly and somewhat reluctantly, the Federal Reserve Bank has increased its monetary accommodation and...Read More

by Jeff Deiss CFP, AEP, Wealth Advisor It’s that time of year when Medicare beneficiaries receive a barrage of television ads and mail regarding the fall annual election period (AEP).   Many aren’t sure whether the election period applies to them or if they need to take any action.  AEP runs from October 15 to December 7 each...Read More

by David Lieberman Managing Partner, Portfolio Manager I am a fantasy baseball geek. And, as a fantasy baseball geek, I get together with 10 friends from all over the country each year for a 7-hour fantasy baseball draft.  The methods that we use to evaluate the skills of a player have changed a lot and have...Read More

by Jeff Deiss CFP, AEP, Wealth Advisor There have been several “head fakes” over the past few years where the consensus indicated an economic recession was imminent and yet here we are. We waste precious time and energy worrying about seemingly serious issues (quantitative easing (“QE”) after the financial crisis was going to be massively inflationary,...Read More

by Joseph Pecoraro Watching a child graduate from college is a joyous moment for all parents.  However, that joy can turn into stress and concern rather quickly.  We have successfully helped many clients navigate the expense of college tuition, books, room, board and other miscellaneous expenses that are not accurately represented on the “all-in bill” the...Read More

by Dr. Charles Lieberman Chief Investment Officer Overnight repo rates (repurchase agreements) soared on September 13 to around 10%, which triggered an outpouring of concern that the financial system might suffer a meltdown similar to 2008. Now, almost two weeks later, the concern focuses on the Fed’s almost daily injections of funds into the overnight market,...Read More