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Taking CARE(S)

Planning

Happy Friday! Last week’s letter came just before Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The full text  is nice light reading at 335 pages. Not likely many of us have added this to the bedside table yet, but we’re guessing you’ve seen plenty of news and takes on it over the past week. Again, we’re…

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Metabolism and Maslow

Market Content | Planning

Good morning! Last week, dinner tables—this week, metabolism. The broad scientific definition of metabolism is a set of processes within a living organism that occurs in order to sustain life. For us, we usually refer to the word as how our bodies turn food into useful energy and we’ve been stuck on this idea as a helpful analogy to…

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Dinner Tables

Culture and Values | Planning

Good Thursday morning, the first day of Spring if you can believe it! And yes, we’re talking about dinner tables. They’ve taken on a different character and quality over the past few weeks haven’t they? One week ago, our family got word that our kids would be out of school, effective immediately and we’re settling into a new…

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C is for Cheaper

Market Content | Planning

Good Monday morning (again)! Believe us, we’d rather NOT be sending market updates weekly, but things are moving quickly and we hope we can be a helpful voice in the midst of all of this. Our  last two updates  touched on coronavirus as its spread seemed to spark the market turbulence that is now entering its third…

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Coronavirus and Combatting Fear

Market Content | Planning

Good Monday morning!  We sent a note on coronavirus and market turbulence mid-week last week.  We noted that the news may get worse before it gets better and since then we’ve certainly seen more market declines and headlines that tempt us to fear and frazzle. This one touches each of our day to day lives in a way unlike…

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Easing into Tax Season

Planning

Greetings and Happy Tax Season! Maybe not the most fun topic of the year but we wanted to take the opportunity to help you ease into the season by offering a few tips and tax updates you may want to consider. There were several updates to the 2020 Retirement Savings Laws (SECURE Act) that we wanted…

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Bears and Warthogs, Oh My.

Market Content | Planning

Our bodies are a wonder; a delicately balanced mix of interconnected systems that help us navigate the world around us. One example is the stress response system and we thought it might be fun to dive in to see what it can teach us about successful investing. Hang with us, we promise we’ll bring it around. When…

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