2022 Jan – Omicron, Markets, Inflation and Taxes

by Jack Ekin and Lisa Farrier | Jan 20, 2022 | completed, Newsletters

2022 Jan – Omicron, Markets, Inflation and Taxes Share On Facebook Share On Twitter Share On Linkedin Share Via Email Copy URL Printable Version We are hearing questions from clients and friends about a number of issues foremost on their minds, and so we take a...

2021 Mid-Year – Updates and Thoughts on the Market, Economy, Inflation, and Taxes

by Jack Ekin and Lisa Farrier | Jun 1, 2021 | completed, Newsletters

2021 Mid-Year – Updates and Thoughts on the Market, Economy, Inflation, and Taxes Share On Facebook Share On Twitter Share On Linkedin Share Via Email Copy URL Printable Version Market: Equities: The S&P 500 index increased 14.4% over just the first 6 months...

Investment Lessons of 2020 for the Ages

by Jack Ekin and Lisa Farrier | Feb 2, 2021 | completed, Newsletters

Investment Lessons of 2020 for the Ages Share On Facebook Share On Twitter Share On Linkedin Share Via Email Copy URL Printable Version 2020 – A Remarkable Year The market, as represented by the S&P500, closed up 16.3% and the total return with reinvested...

2020, October – Retirement and Tax Newsletter – Elections, Tax Opportunities, and Silver Linings

by Jack Ekin and Lisa Farrier | Oct 1, 2020 | completed, Newsletters

2020, October – Retirement and Tax Newsletter – Elections, Tax Opportunities, and Silver Linings Share On Facebook Share On Twitter Share On Linkedin Share Via Email Copy URL Printable Version Every 4 Years – “This time it’s different!” The election this...

Cyber security in the age of Covid-19

by Jack Ekin and Lisa Farrier | Jul 1, 2020 | completed, Newsletters

Cyber security in the age of Covid-19 Share On Facebook Share On Twitter Share On Linkedin Share Via Email Copy URL Printable Version Phishing has increased 6000% (!) since the Covid-19 crisis started. With the current exponential rise in cyber attacks, this may be an...