The last 18 months have been a very unique time for the stock market.  Somehow, the markets have fared well in the end, but that brings along some new concerns.  What changes should investors be making?

In our most recent market review, Andy discusses what we believe is the biggest mistake made by investors in 2020 as well as the effect of the election on the stock market.

Happy Holidays from the Stolz & Associates team.  We'd like to thank all of their clients for their support (and share some stories about our Christmas traditions too).

In the 3rd Quarter Market Review, Andy discusses the stock market and how the election and COVID-19 has impacted recent performance.

2020 has been an interesting year...  During an election year with the backdrop of a pandemic-driven recession, how should you be thinking about your investments?

Most any divorce is going to have some type of tax ramifications. Here are 3 strategies that may be helpful as you navigate the divorce process.

Wondering what has been going on in the markets lately and what investors should be doing? Here is a market review on the 2nd quarter of 2020 and some advice for long-term investors.

The first quarter of 2020 was a volatile one, with some of the largest positive and negative days of the decade.  This market review helps add perspective to where we are and discusses where we could potentially be going.

These have been interesting times... When markets have been as volatile as they have lately, it is only natural to ask questions.  Your portfolio has likeley declined in value, but what do you have to compare it to?  Has it declined......

The CARES Act contains many helpful tools that small business owners can utilize to help stay afloat and maintain their employees during this difficult time. In this video, we discuss 3 of these options.

Dave discusses the recent market volatility surrounding the COVID-19 outbreak. Here are some tips on how to navigate these times and keep a positive outlook on your long-term situation.

Success in the stock market comes from thoughtful portfolio construction and maintaining discipline over the long-term. Keep calm during market volatility.