by Dr. JoAnne Feeney Portfolio Manager Tax-loss harvesting, holiday shopping trends, and 2020 market outlooks take center stage for investors this time of the year. Don’t neglect the first, keep track of the second, and ignore the third. This year, the tax-loss harvesting is a bit more challenging, given the S&P 500’s 25% rise year-to-date....Read More

by Kevin Kern Managing Partner By now most understand that the popular explanation for the phrase “Black Friday” is because the day represented the point in the year when retailers begin to turn a profit, thus going from being “in the red” to being “in the black”. It can also represent the darkness that has...Read More