by Paul Broughton Within just a mere few days in early March the U.S. went from economic expansion and record low unemployment to a severe, deep contraction and record high unemployment. The S&P 500 reflected this by falling about -34% from its high on Feb 19th to the March 23rd low. And since that low the...Read More

by Matthew Terzian, CFA, CFP “…In this world nothing can be said to be certain, except death and taxes.” Benjamin Franklin, 1789 The longer one participates in the workforce the louder this quote rings true on the tax front. And unfortunately, the longer one lives, they can relate more and more on the death front,...Read More