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 →

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 →

Year-end tax planning – Now is the time to plan!

Year-end tax planning – Now is the time to plan! After December 31st, there are very few options taxpayers have in reducing their 2014 tax liability.  As of January 1st, 2015, taxpayers are pretty much limited to making contributions to their IRA and HSA accounts.  Your tax person ends of just being a preparer rather.. read more →

Jim Cramer Does NOT Know

Jim Cramer’s stock tips pan out 47.6% of the time. Jim Cramer’s stock picks fail more than half the time. Jim Cramer is incorrect a majority of the time. Jim Cramer is usually wrong. The above sentence can be restated and rearranged numerous different ways, but none of them refutes the simple fact that flipping.. read more →

Worst Winter Ever!

WORST WINTER EVER!!! Ok, maybe it wasn”t the worst winter ever, but it was the coldest winter weather in the last twenty years according to the National Aeronautic and Oceanographic Administration (NOAA). Snowfall was also 21% above normal across the nation. So it is not surprising that the economy has appeared a little weaker in.. read more →

The Changing Face of Retirement

Growing up, investing was rarely, if ever, a topic of conversation in my family. That isn’t to say my parents were financially irresponsible – not at all! I remember my dad consistently sitting down at the kitchen table to meticulously balance his checkbook and pay the bills on time. I also remember my parents living.. read more →