How long should I keep my tax related documents? That is a common question many taxpayers ask. You should keep tax records for as long as the IRS has the ability to audit your return and/or impose additional taxes, which…
Many individuals and families find quantitative and qualitative benefits to contributing to non-profit organizations. Although the tax benefits have changed for some taxpayers due to the new tax reform that goes into effect in 2018, charitable contributions will continue to…
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…
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)…
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…
Thanksgiving has always been my favorite holiday. When I was young it was a day when 30 to 40 relatives would gather in a church basement to give thanks and celebrate FAMILY. It was a day to catch up with…
As the summer ends and fall is around the corner, I just want to say “We are here for you!” Please give us a call anytime you have a question or concern. I know most people like to refocus on…
As you look at your current quarterly reports you will notice an under performance in all four of our model portfolios relative to the domestic markets and the risk adjusted returns. This under performance is due to our emerging markets…
Words cannot express the feeling in my heart after experiencing the sounds, smells, generosity, and pure joy of Africa and its people. By definition, a life changing experience. By Grace, a new view on life’s priorities! I will no longer…