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Tuesday, March 9, 2021

An Update from Squareknot Advisory Partners I am pleased to announce my move to LPL Financial. Spring is weeks away and exciting changes are in the works for my practice, Squareknot Advisory Partners. In December, LPL Holdings, Inc....

Wednesday, February 10, 2021

Recently, Jeff Bezos, one of the wealthiest people in the world, announced he would take a different role at his company. Corporate moves make the news all the time, but for the largest companies, the story can jump from the business...

Wednesday, December 30, 2020

Did you know that the deadline for contributing to your traditional or Roth IRA for tax year 2020 is approaching? You have until April 15, 2021, to maximize your 2020 contribution.It’s important to maximize your annual...

Monday, May 4, 2020

Hello, Tucked into the gigantic “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act were two key changes you should know about, regarding required minimum distributions (RMDs). Both were designed to...

Friday, April 17, 2020

Hello, As I’m sure you know, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to help those most impacted by the...

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Friday, March 20, 2020

To all my valued clients, The last few weeks have been nothing short of extraordinary, from travel, sporting events, and entertainment suspensions to shortages of consumer goods at the supermarkets. The uncertainty has had an impact on...

Wednesday, January 1, 2020

My valued clients & friends, During our ongoing work together we frequently help you to develop and define a vision for your financial life, ultimately creating action plans designed to help you achieve your goals & objectives. The...