Build Resilience Now

There’s no easy way to put it, 2021 has started with some disruption and confusion, especially in the U.S. The daily stream of news has me thinking about Winston Churchill who famously said, ‘if you are going through hell, keep going’. Thankfully, markets have been...

Navigating the New Year

We made it to 2021! However, turning over a calendar page does not mean that you change your long-term financial strategy. Although the events of 2020—the pandemic, the market crash and recovery, your job status, and family health—all create an opportunity to reflect...

In 2021, Ask Yourself ‘Why’

By this point, it’s been said over and over again —2020 was an unprecedented year. And it’s true, starting with the onset of the coronavirus pandemic, to the economic crisis, market recovery, and now a light at the end of the tunnel with the rollout of vaccines across...

Peace, Connections, and Joy for the Holidays

I think we can agree, 2020 was a year like no other. Investors have been challenged like never before as the pandemic took the market from record highs to the brink of a depression and back. We survived — and many have even thrived. And what we’ve learned is that...

Wrap 2020 Up Right

We’re in the final stretch of 2020, a year that has been one of the most challenging in recent memory. How are you handling the stress and emotions that come with any holiday season and made even more intense by covid-19 restrictions? I hope that you are managing to...