A Boss Is Only as Good as Their Team

A boss is only as good as their team

There is no doubt the current recessionary environment has most of us concerned and possibly even questioning the course we had set regarding our financial plans. With my oldest daughter, Maeve set to embark on a career in the near future, I’ve looked with concern at articles talking about the difficulties new college graduates will […]

Time to do the Math

Jen and I have been extremely busy over the past few weeks talking “virtually” with clients to review their financial systems and to discuss how each of them has been impacted by the pandemic roiled financial markets.  Much of the discussions centered around the ongoing economic uncertainty and what, if any, changes may need to be […]

Financial Planning in A Recession: Managing Downside Risk

You know, in light of the dramatic events surrounding the COVID-19 pandemic, many, if not most of us, have begun practicing all sorts of ways of managing our downside risk.  Many of us have stocked up on grocery staples, like food, paper towels, bleach, cleaning supplies, etc. Who would have ever thought that rationalizing toilet paper […]

Inverted Yield Curves; Why They Should Matter to You

Ah, the end of summer – and the beginning of the chaos that back-to-school brings. We dropped our oldest, Maeve, off to college for the first time and the twins embark on their second year of high school. Our household seems to have been turned upside down. Add in the stress of Phoebe and Sophie […]