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1Q 2020 Market Commentary

In 1697, Willem de Vlamingh led a team of Dutch explorers to Western Australia. It was there that the weathered …

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2020 3 27 CARES Act Blog Post Scaled

Changes in Required Minimum IRA Distributions under the CARES Act

On March 27, 2020, after unanimous Senate approval, the House approved the Corona virus Aid, Relief and Economic Security (CARES) …

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2020 3 24 DWA Tax Filing Blog Post Scaled

***UPDATE*** 2019 Federal AND Maine Income Tax Deadline Extension to July 15, 2020

Maine Governor Janet Mills announced on Thursday, March 26, 2020, that Maine would join the IRS in extending the deadline …

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Coronavirus and Market Volatility

With the recent uptick in market volatility and with all the scary and contradictory headlines floating about, we wanted to …

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Financial Planning for the Year Ahead

Frank Herbert’s classic 1964 sci-fi novel, Dune, starts with the pre-chapter quote, “a beginning is the time for taking the …

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4Q 2019 Market Commentary

Like biology or chemistry, asset valuation is a science of ratios, formulas, models, and rules of thumb. As with any …

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A Fond Farewell to Karen!

It’s the end of an era – Karen is retiring! Although we knew the day would come, this message is …

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3Q 2019 Market Commentary

“Contrariwise,’ continued Tweedledee, ‘if it was so, it might be; and if it were so, it would be; but as …

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2019 08 16 Blog Graduate Photo

Exploring the Options for Student Loan Repayment

As we approach the end of summer, the joy of a new school year serves as a good reminder of …

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