Perpetually Looking Forward

Thank you to everyone who joined the Women's Network and Chef Leia Gaccione for our interactive cooking experience! We had a wonderful time cooking a Thanksgiving taco recipe together and hope that you did too. Here is the webinar replay for anybody that missed the live event or wants a refresher on the process!

It’s the most wonderful time of the year! There’s a chill in the air, holiday themed lattes at Starbucks, and my inbox is jammed full of Black Friday and Cyber Monday discount emails. Thankfully, amidst the bustle of the holiday season, my phone rings more and more with requests from clients to make donations to their favorite charities, reminding me of the truly generous nature of the clients I serve.

The 2020 election has proven to be one of the most contentious in recent history. Pair this with the fact that 2020 has been anything but ordinary and you have an election year truly like no other. In our Market Insights piece published on October 7th, our Head of Investment Research Wayne Yi considers the impact that the 2020 presidential election could have on financial markets. In this piece, it is my hope to explain what each candidate’s proposed tax plans would mean for Americans. Let’s look at some of the key differences between the tax plans being presented by the two candidates leading up to the 2020 election.

Turning 62 is a milestone to be celebrated. At this point in your life you’ve built a career that you can be proud of and you may be starting to think about what’s next.

Before entering the field of finance, I initially had aspirations of building a career as a diplomat that culminated as an ambassador to a major nation, if I couldn’t become the Secretary of State. I majored in International Relations in college, had completed an internship in Washington D.C., and was preparing to take the foreign service exam. However, after a pivotal conversation with one of my professors, I realized that I didn’t have the mental fortitude nor pain threshold to make it into the CIA and become a spy, which was supposed to be the first step in my journey. Nonetheless, I continue to appreciate what I learned from my political science classes, particularly as we watch the 59th Presidential election for our country unfold in the coming weeks. We aren’t bold enough to make any predictions as to who will win the Presidency or which party will control the Senate. However, we consider the potential outcomes of elections and possible impacts they may have on the economy, capital markets and our investments.

As the primary breadwinner, what would happen to your family if something were to happen to you? Would your family have to sell the house? Move to a more affordable neighborhood? Switch schools? Or would your family have enough money to last a lifetime?

Every year since 2011, we have hosted The Simon Quick Annual Charitable Golf Outing to raise funds for charitable organizations in the Morris County Area. In light of the coronavirus pandemic we are unable to come together in person. However, this year we have shifted to an online fundraiser to support nourish.NJ, a community based nonprofit organization creating lasting solutions to hunger, homelessness and poverty in the Morris Country area.