Portfolio Insights

Will Medicare and Social Security be there for You?

On August 31, the Trustees of the Medicare and Social Security trust funds released their annual report on the fiscal health of America’s two largest retiree entitlement programs. The news wasn’t good; according to the report,…
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Has There Ever Been a Better Time to Own a Home?

For homeowners in America, this feels like the best of times. The extraordinary housing environment we find ourselves in is due to a confluence of major factors, including strong demand, record price appreciation, record low interest…
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What Did We Learn During the Pandemic?

The end of the Coronavirus pandemic in the United States appears to be in sight. A highly successful COVID-19 vaccination campaign has sent daily average new case numbers plunging below 12,000 nationally.  Most states are reporting…
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The Importance of Long-term Tax Planning

When budgeting for retirement expenses, pre-retirees tend to consider health care, housing, food, utilities, and travel, but often overlook taxes. This oversight would be a mistake, as taxes typically rank among the top three expenses during…
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Keep Your Financial Fitness on Track All Year Long

Ah, February! The cold weather and overcast skies can make us want to curl up under a warm blanket, while we abandon our well-intentioned New Year’s Resolutions. As we are just two months into the new…
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