You do not need me to tell you that 2020 was a challenging year in many ways and that we have already had a tumultuous start to 2021. As a company, we learned a lot in 2020 and have added to our process to make it even better going forward and look forward to...
The market remained hot last week despite concerns over political instability. Adding to the worries was a worse than expected December jobs report that showed the first loss in total jobs since April. Find all of this plus a preview of our Q1 Investment Themes...
Key Takeaways An estate plan needs great technical expertise and much attention paid to the human element of planning.When creating an estate plan, start with the end in mind—the outcomes you most want to see happen in...
The market rode low holiday volume to a strong close in the last week of 2020. After dropping over 35% during the pandemic crash, the market ended the year well into positive territory and at all time highs. Employment data came in better than expected as high-risk...
At konvergent wealth partners, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or would...
The market fell slightly last week as headlines arose over a possible increase in the size of stimulus checks. Employment data came in better than expected but remains on watch with the threat of a mutant COVID strain causing concerns over additional lockdown...
