President Elect – Donald J. Trump

Dear Clients & Friends, Wow. The result that Donald Trump will be the next President of the United States has surprised the pundits, pollsters, experts, and financial markets. As we all watched the voting results coming in last night I am sure you all also noticed the immediate impact that the anticipation had on the.. read more →

Having “The Talk” With Aging Parents

With 76 million people being born between the years 1946 and 1964, a lot of attention has been given to the Baby Boomer Generation’s impact on society- its sheer size forces the issue.  The Social Security Administration reports that everyday around 11,000 people within this demographic turns 65 years old and 10,000 of those are.. read more →

What All Star’s Reading #3

We are bringing back an old classic, “What All Star’s Reading”! This blog installment will outline the influential articles that have helped shape our views on investments, financial planning, tax planning, and the practices we implement to service you, our valued client. The articles we share will be geared towards you and we hope they.. read more →

Brexit Update

Dear Clients & Friends, We wanted to send you a quick note as we live through another historic day in the story of our global economy. The global reaction to the BREXIT decision (U.K.’s referendum to leave the European Union) is causing a plunge in world stocks today. We believe your portfolios are in a.. read more →

Estate Planning Basics Part III: Gifting

I often meet with clients who believe they are able to just “give away” something to a friend or family member without any consequence. Today I will not only make an effort to bring some clarity to that thought, but suggest how you can use gifting to your advantage when planning your estate. Unfortunately, in.. read more →

Estate Planning Basics Part II: Trusts

Trusts. When most people hear the word “Trust”, there is an assumption that it comes as part of a package deal with a silver spoon; however, this is not always the case. Trusts may be more relevant for your situation than you think. For example, if you are a parent of minor children, drafting a.. read more →

Estate Planning Basics Part I

Often investors tend to focus on how much they need to save in the present, in order to maintain the same standard of living in the future. While having a well formulated savings plan is essential to walking down the path towards retirement, “the unexpected” can rear its ugly head and disrupt the framework you.. read more →

China’s Sell Off

China’s Sell Off Not a sign of worsening economy, a better opportunity because of fear! Waking up on Monday morning with the knowledge that the Chinese market was reeling (-7% to -8%) and affecting all markets around the world, was not a great welcome to 2016. After the last 24 months of flat markets domestically.. read more →

WELCOME – Meet Our Newest Team Members

JOHN SHEVLIN, Account Executive John joined the All Star team in September 2015 as an Account Executive. In his role, John will focus on creating a client-centric experience in which he can apply honesty, service, communication, and teamwork as the guiding principles in helping people plan and achieve their financial goals. Prior to joining All.. read more →

New Year, New You – Resolve to Improve Your Financial Health!

New Year, New You – Resolve to Improve Your Financial Health! Every year many of us resolve to eat better & exercise more – to improve our physical health.  This year add a plan to improve your financial health and here’s why: Just like exercise improves your well-being, so does having a financial plan and.. read more →