YEAR-END PREPARATIONS The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year, 2019, will have officially been put to rest. Deductions from...
Read More
Quarter in Review A volatile third quarter ended with global equity markets offering mixed returns. The story remained largely the same with geopolitical and trade tensions fueling volatility, while political...
Read More
Planning for Your Retirement Develop Your Income and Spending Plan Retirement! Most Americans get excited about the day they no longer have to go to work to earn an income....
Read More
Second Quarter 2019 The first half of 2019 brought very strong results for financial markets. Both equity and bond investors saw positive results leaving investors in a happy mood. The...
Read More
The New Secure Act & Proactive Retirement Planning The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act on May 23. The next step is to...
Read More
It’s extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a government-sponsored retirement is not the best plan. Financial...
Read More
Helpful Information for Filing 2018 Income Taxes and Proactive Tax Planning for 2019 Tax planning should always be a key focus when reviewing your personal financial situation. One of our...
Read More
We hope that you and your family had an enjoyable holiday season. Each New Year symbolically offers us the opportunity for a fresh start. As always, our primary goal this...
Read More
Quarterly Economic Update Fourth Quarter 2018 After a long period of respectable market returns, many investors in equities experienced losses during the fourth quarter of 2018, in spite of the...
Read More
YEAR END TAX MOVES for 2018 One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment portfolios and overall...
Read More
