July recorded the fourth month in a row of positive equity returns around the globe. The markets pushed higher despite the news of COVID-19 cases hitting new peaks in the U.S. and the inherent slowdown in economic activity in pockets of the U.S. as a result.

With opposing news flow and rhetoric hoping to influence our vote on November 3rd, we thought it would be helpful to provide an impartial analysis of the major issues and put some context around the myriad of information you’ll be seeing and reading during the next three months.

With current interest rates at near historic lows, and demand with traditional lenders at all-time highs, loans among family members, "intrafamily loans," continue to be a popular means of assisting family members and keeping wealth within the family.

These are very unusual times for parents of college-bound young adults. Parents and students are being faced with challenging decisions about returning to or starting college given all of the different of models to mitigate the risks of Covid-19.

The second quarter started and ended in quite a different manner with respect to the virus, the economy and the financial markets. Let’s take a look at these three important factors to get a better picture of where we are now and where we think we’ll be in the future.

Over the past few months have you found yourself needing to reference an important document, but realize it’s in your office at work? Did you head to your vacation home for a change of scenery mid-quarantine, and realize something you needed was in your safe at home?