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...
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...
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...
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...
by Jack Ekin and Lisa Farrier | Jun 1, 2020 | completed, Newsletters
2020, Mid-Year Briefing – Records Set, New RMD Ruling, Covid-19 Share On Facebook Share On Twitter Share On Linkedin Share Via Email Copy URL Printable Version We hope you enjoy your “mid-year briefing.” So much has happened in the last 6 months that we like to...
by Jack Ekin and Lisa Farrier | May 5, 2020 | completed, Newsletters
2020, May – Looking across the Covid-19 Valley Share On Facebook Share On Twitter Share On Linkedin Share Via Email Copy URL Printable Version We hope all is going well with you, especially in light of the ever-changing coronavirus situation! Normally we do not send...