Capital Ideas

Confused about Medicare? Let’s Break it Down.

Confused about Medicare? Let’s Break it Down.

As you near retirement age, you’ll likely start to notice all of the advertisements, articles and discussions about Medicare that are out there. It can sound a lot like alphabet soup – Parts A, B, C, D, supplement, etc. And you’re probably asking: Which parts do I...

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Second Quarter 2020 Letter to Clients

Second Quarter 2020 Letter to Clients

Vanguard founder John Bogle once famously advised investors on how to handle stock downturns: “Don’t just do something,” he said. “Stand there!” It is a wry and wise way of turning the conventional wisdom about what to do in bear markets on its head. When panic grips...

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Why Your College Refund Check May Be Taxable

Why Your College Refund Check May Be Taxable

Michael Bork, CFP® | Associate Advisor Amidst the widespread impacts of COVID-19, the mass closure of colleges, universities and private secondary schools may create some unexpected tax consequences for students and their parents after receiving partial refunds for...

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First Quarter 2020 Letter to Clients

First Quarter 2020 Letter to Clients

How fast the world can change. On February 12, the Dow Jones Industrial Average closed at an all-time high of 29,551. At that time, the economy was humming, corporate earnings were rising and unemployment was at lows last seen during the mid-1950s. While global health...

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Covid-19 Update

Covid-19 Update

The uncertainty surrounding the spread of the coronavirus known as COVID-19 is unsettling, both on a human level and an investment level. The uncertainty of the impact of COVID-19 on the global economy led to extreme levels of stock-market volatility this past week,...

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