Here’s a Merry Approach to Mortality | Paul Fain The holidays (normally) conjure warm images of large family gathering with dinners, gift exchanges, and merriment. The holidays are different this year. As the COVID pandemic is filling ICUs across the country, our mortality has entered the national conversation. With that in mind, here’s a seemingly macabre

Simple Tax Considerations for 2020-2021 | Paul Fain, CFP®  and Joe Ottaviano, CFP®, CKA®   TAX CHANGES IN 2021? Maybe. One of the possible implications of a change in the White House is tax regulations. Americans, blue or red, are asking the same question: are my taxes going to change? Joe Biden’s victory could spell changes in

Stay Calm and Prepare for Another Wave of Pandemic Panic | Paul Fain   Election Day is over. The sun rose the following morning. The stock market did not crash. So our attention has turned back to the pandemic. A second wave of the virus is surging across the nation. To wit, I was hospitalized

Christmas Giving Tips and Tricks | Team APC   I love Christmas. I love the Christmas cookies and food. I love Christmas lights. I love watching Christmas movies. I love decorating my house to the most extreme. Most importantly, I love giving gifts to the people that I love in celebration of the best gift

Hang in There, Things Will Get Better | Paul Fain   Several weeks ago, I (virtually) attended the Vanguard Advisor Symposium. Sidebar: One of the unexpected silver linings to the COVID pandemic has been access to great meetings without the hassle and expense of air travel and hotels. The event kicked off with a presentation

Risky Business | Suzanne Himes, CFP®   Why do we talk so much about risk assessment? The financial markets are always reacting to a variety of global events and this volatility can be unnerving for individual investors, especially if investing without first understanding one’s personal risk profile. So, how do you begin to decide how much