Financial Assistance for those affected by COVID-19

As the global economic climate continues to weather the storm, financial assistance for small businesses is needed now more than ever. If you have been affected by the economic downturn as a result of COVID-19: 1. The U.S. Small Business Administration is offering...

What is the ‘estate’ of your affairs? Estate Planning in 2020

But the kids Jeff, what about the kids? A big thing on all of our minds right now is our children. Which, looking at the state of the world – I don’t blame you. I challenge you to look at the world through their eyes. I can hear your objection. It’s foolish! They...

Against your instincts? COVID-19 and your portfolio:

While the storm is raging today, we want to reassure you that we are prepared. When we designed your plan and portfolio, we were careful to understand the need and purpose of every dollar invested. Money that is needed for short-term priorities or as a buffer to...