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Memorial Day 2020

Remembering Fallen Heroes

Dear Friends of Eddy and Clayton,  
 
In honor of Memorial Day, I’d like to tell you a story about a man named Ben Salomon.

Coronavirus Market Recap

Coronavirus Market Recap

 

Dear Friends of Eddy and Clayton:

“When this is all over, what will I wish I had done?” 

Dear friends of Eddy and Clayton,

 

Four things others will wish they had done – that we’re already doing! 

 

I hope this letter finds you well – and especially, healthy! 

 

Coronavirus Outbreak

 

By now, you’ve probably heard about the Coronavirus outbreak in the Chinese city of Wuhan.  As of this writing, there have been about 2,900 confirmed cases, with over 80 deaths.

Decade in Review

 

 

2010-2019: The Decade in Review

Charitable Giving

 

The SECURE Act of 2019: What You Need To Know

 

The SECURE Act of 2019: What You Need To Know

Leaving a Legacy to Your Grandkids

Now is the time to explore the possibilities.

Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies.

  

The High Cost of Health Care

A financial strategy can take health care costs into account.

 

Retirement Now vs. Retirement Then

Today’s retirees must be more self-reliant than their predecessors.

Decades ago, retirement was fairly predictable: Social Security and a pension provided much of your income, you moved to the Sun Belt, played tennis or golf, and you lived to age 70 or 75.

  

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