28 Jan Bridge Perspective – Market Review 2020

These newsletters have contained their fair share of adjectives to describe the past twelve months and for good reason. 2020 was truly remarkable – from escalating geopolitical tension to start the year (i.e. US and Iran) to a global pandemic to heightened racial tensions to...

20 Apr Bridge Newsletter – April, 2020

24 Jan Bridge Newsletter – January, 2020

20 Nov Change is the Only Constant When it Comes to Medicare

Set it and forget it when it comes to Medicare? Not so fast.  Waning government funding and “expert” debate over the long-term viability of this Federal Program have contributed to legislative support demanding change. Congress plans to do what it takes to continue supporting reasonably...

25 Oct Bridge Newsletter – October, 2019

23 Jul Bridge Newsletter – July 2019

25 Apr Penniall Perspective – Sailing with the Tide

25 Jan Penniall Perspective – The Happiness Equation

25 Oct Penniall Perspective – The Tao Wealth Management

25 Jul Penniall Perspective – “Tariffgate” Tuning Out the Noise