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Winter 2021 Market Recap

As 2020 has finally come to an end, our Investment Team shares their insights on the year’s investment trends and ...

Paycheck Protection Program (PPP) and Employee Retention Credit (ERC) Updates

There has been an almost constant buzz over the past few weeks concerning various stimulus packages and potential tax code ...

2020 4th Quarter Commentary: “2020: Happily In Hindsight”

In this letter: As 2020 ends, the contrast between solid financial markets and the ravages of COVID-19 continued Both equity ...

PPP loans Flexibility Act

Paycheck Protection Program (PPP) Loans: Round 2 Updates

The Small Business Administration (SBA) recently released more information regarding the second round of Paycheck Protection Program (PPP) loans as ...

market recap

Fall 2020 Market Recap

Decoding the data, evolving market trends, and getting your financial house in order as year-end approaches – hear our team’s ...

market recap

Summer 2020 Market Recap

“It’s as if there is a bubble for use of the word ‘unprecedented.’” Listen to Michael Moriarty and Dmitriy Katsnelson’s ...

market recap

Spring 2020 Market Recap

Stimulus, State Bankruptcy, and History-making Market Days – our team covers this and more in our newest Market Recap. Watch ...

markets coronavirus

Market Volatility and the Coronavirus: March 12, 2020 Update

In light of developing news around the Coronavirus and the major volatility markets have seen in recent weeks, our Investment ...

market recap

Winter 2020 Market Recap

In our Winter 2020 Market Recap, Chief Investment Officer Michael Moriarty and Chris Maxey of the Investments Team address the ...