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The Week Ending | April 24, 2020

Over the prior weeks, I have noticed I am listening to more music throughout the day. Be it while working, cooking, or relaxing at home, music is always playing. Thanks to technology I can have tens of thousands of songs on my phone, be them saved or streamed. All...

The Week Ending | April 17, 2020

While I find myself a naturally positive and optimistic person, with everything going on, even the most positive person may encounter times causing them to feel less than optimistic. From watching the news, to reading the paper and even going on social media, it can...

Client Letter | April 9, 2020

With the equity markets closed tomorrow due to Good Friday, the weekly review is coming a day earlier. As we begin the Easter weekend, I wondered where the story of the Easter Bunny came from. According to History.com the Easter Bunny came to America most likely with...

Week Ending Letter | April 3, 2020

Recently, I was talking with a neighbor (more than six feet apart mind you) and he was reminiscing about his childhood. He mentioned each night when having dinner with his parents and siblings they would play a game called High/Low, where each family member had to...

Five Big Mistakes Executors Make—and How to Avoid Them

Click here to download a PDF of this report. Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity. But it’s also a major...