NEW YEAR LETTER 2021 Well, to begin by stating the obvious, no one is sad to see 2020 fade and a new year begin. All our lives have seen disruption—loved ones died, businesses closed, children are still not in school.  I remember thinking back in March...

Another year begins! I’m finishing up some year-end tasks while planning for another tax season, and, quite honestly, I’m a little behind— so this is getting out a bit late. Being busy is a good thing, though, and I think I’m getting my head back...

Optimism Abounds! 2018 is starting out on a tear with the Dow Jones Industrial Average crossing 25,000 today for the first time in the index’s history. The S&P is over 2,700. What a year it’s been in the markets! Will stock prices continue to rise in...