by Jeff Deiss CFP, AEP, Wealth Advisor There are certain aspects of our financial lives over which we have some control – our career and how long we work, or how much we spend or save. And there are other aspects which we cannot control, like the daily ups and downs in the stock market or...Read More

Clients should consider need vs. want when it comes to future income distributions. During the 2008 financial crisis as well as the collapse of oil prices in 2015-16 we found that those clients that could reduce or suspend their monthly income distributions faired far better during each recovery. Currently we have both the oil and...Read More

by Dr. Charles Lieberman Chief Investment Officer Everyone is naturally fixated on the daily news on the Covid-19 pandemic and the economic repercussions. We know the news will remain horrific on both fronts for at least a few more weeks. But we also have good reason to expect most people who contract the virus and the...Read More