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Silicon Valley Bank Update
Reading any headlines that incorporate words like “collapse”, “failure” and “bank” in any order is bound to trigger some anxiety. For me, my mind vividly flashes back to a workday in 2008 when I sat...
Markets and Economy Update – February 2023
A few months ago, I was exercising at my gym and briefly rested on a piece of equipment as a raucous gaggle of early 20-something dudes wandered past. I sipped from my water bottle and raised an...
Markets and Economy Update – January 2023
The year was 2006. I was young(er), single and, by that time, had spent about four years building an adventuresome new life as a transplant in Denver, Colorado. This was also just about the age when...
SECURE Act 2.0: How expanded legislation provides new opportunities to plan and maintain a strong retirement
By Adam Burch, CFP®, Client Wealth Specialist The SECURE Act, signed into law in late 2019, brought a number of changes to retirement plan rules. Some of these changes were fairly minor but others,...
Markets and Economy Update – December 2022
To be honest, I have never been a big New Year’s Eve kind of guy. When I was in my early-to-mid twenties, sure, I enjoyed a good New Year’s Eve party here and there. These days, however, I am the...
Markets and Economy Update – November 2022
With November concluded and the holiday season approaching, I seem to grow increasingly more nostalgic as each day passes. Maybe it is the winter weather and holiday lights popping up throughout our...
Markets and Economy Update – October 2022
I will always fondly remember my favorite job as a youth. This job definitely was not my 5am paper route or my long stint as a pump jockey at the Route 31 Amoco gas station in New Jersey. No, my...
Markets and Economy Update – September 2022
Regrettably, I count myself as one of the many unfortunate people worldwide who endure long-term, chronic pain. Nearly a decade ago while at a gym and doing a simple butterfly exercise, I apparently...
Markets and Economy Update – August 2022
As the father of two young boys under five, I have had two distinctly different experiences in raising each child as they developed from infant to toddler. Our oldest child, bless his heart, has...
Markets and Economy Update – July 2022
Throughout my life, there have been quite a few tense moments when I anticipated a harsh response to what I deemed to be a negative situation or outcome. As a kid, that might have been a time when I...
Markets and Economy Update – June 2022
Decades ago during my high school years, my somewhat myopic world tended to revolve around three subjects: school, sports and girls (most likely in reverse order). When it came to athletics, it was...
Markets and Economy Update – May 2022
Generally speaking, there are two topics of conversation which nearly guarantee that I am going to mentally disengage from a discussion. First, is any type of dialogue in which someone describes in...