by Greg | Jan 21, 2021 | Blog
By Greg Hart, CFP® Investors seeking income from their safer investments have had a tough time doing that the past few years. Interest rates have been at record lows and, because of economic weakness, are unlikely to go much higher anytime soon. If you need your...
by Greg | Jan 17, 2021 | Newsletter
Macro Overview COVID-19 reshaped markets, trade, retail, and consumer behavior globally in 2020 with lingering effects heading into 2021. Markets shrugged off pandemic concerns throughout the year, with all major equity indices reaching new highs in December. The...
by Greg | Dec 17, 2020 | Newsletter
Macro Overview Equity markets responded positively to news that the availability of vaccinations was imminently close. Major equity indices reached new highs in November as elements of uncertainty eased with promising vaccine trials and finalized election results....
by Greg | Dec 16, 2020 | Blog
By Greg Hart, CFP® As we quickly approach the end of 2020, it’s time to wrap up some loose ends and set yourself up for the new year. One of those loose ends is your taxes. Even though taxes are far from festive, proactively planning can save you money, and that’s...
by Greg | Nov 10, 2020 | Newsletter
Macro Overview With the election over, a lingering uncertainty has been removed as expectations of how fiscal policy and stimulus programs funded by government debt may evolve. Some economists and market analysts project eventual higher taxes along with an expanding...
