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As this year is ending, now is the time to take a closer look at your company’s current tax strategies to make sure they are still meeting your needs and take any last-minute steps that could [...]

As this year is ending, now is the time to take a closer look at your current tax strategies to make sure they are still meeting your needs and take any last-minute steps that could save you [...]

One of the advisors in our office was previously employed at an insurance agency. He’ll never forget the day that a client in his forties came in to the office, sat down at the desk, and [...]

Third Quarter 2019 Key Takeaways The third quarter of 2019 was a choppy one for financial markets as investors continued to weigh the overall health of the global economy against a host of [...]

Second Quarter 2019 Key Takeaways The first half of 2019 saw robust gains across most asset classes, but it certainly wasn’t a smooth ride. The S&P 500 hit a new high near the end of June. [...]

One of the biggest questions for individuals who are nearing retirement age is what to do if they haven’t saved enough to retire. With Social Security income representing only part of most [...]

On November 3, 2016, the Chicago Cubs won the World Series to end a drought of 108 years without winning the Major League Baseball championship. It was the longest championship drought ever for [...]

First Quarter 2019 Key Takeaways After posting their worst December since 1931, U.S. stocks surged to their best January since 1987, followed by further gains in February and March Foreign stocks [...]

We have included below a recent article from CNBC.com on investing in non-traditional bonds. We understand that the historically low yields in recent years has led to new and different investment [...]

Investment fads are nothing new, we have seen many in our over twenty year history. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest [...]