2020 Market Recap / 2021 Market Outlook Key Takeaways: We expect to see a major shift in market leadership, from growth companies to value companies. 2021 is going to be…
Q3 2020 Market Update Key Takeaways: Given the current market environment, macro-economics and fundamental analysis should be thrown out the window. This market is being driven by technical and sentiment.…
How is the stock market today? Is the market up or down? Questions like these are frequently heard when referring to stock investment portfolios. In fact, the question has become…
It has been said that buying a home will be the most expensive purchase in most people’s lifetime.Jeremy Witbeck, Partner About Jeremy Witbeck Unfortunately, college expenses are rapidly approaching and,…
Today, I will discuss the durable power of attorney, healthcare power of attorney, and guardianship designations, concluding our conversation about documents that should be considered when developing a thorough estate…
Often, when people talk about creating an estate plan, the conversation revolves around the need for a revocable living trust. What most people don’t understand, however, is the living trust…
One of the common estate planning misconceptions is that once a person has a will in place, there is no need for further estate planning.Jeremy Witbeck, Partner About Jeremy Witbeck…
