The investment conditions of the market are in the process of a major change, both in terms of risk character and the type of investments that are most likely
Now that most of us have our 2017 tax returns behind us, focus is on to 2018. The Federal tax code was substantially changed for this year. You should be aware
It is January and we are busy writing the end of the year reports. Why is that important?
We summarize your financial and investment activities to memorialize
It has been said there are only four kinds of people in the world – those who have been caregivers, those who are currently caregivers, those who will be
There are some growing concerns for conservative investors having to choose between bonds and equities. Current bond returns today are minimal, and returns on
Each year there is the opportunity to convert some or all of your IRA account assets to a ROTH account. The purpose in doing so is to eliminate the Federal and
There is much confusion by consumers in understanding the term “financial advisor” and how they are paid. Today there is no legal definition, regulation or
You don’t hear much about America’s personal savings rate these days, and the reason may be because the news is discouraging: collectively, the percentage of
Are you wondering why in the world there are so many television advertisements this time of the year about Medicare Part D? Is this something I should be
Each year, the Affordable Care Act - popularly known as Obamacare - creates a period when health insurance policyholders can buy or change their coverage
There is a growing concern that the slightest thing going wrong could turn the economy and halt the continuation of the bull market. As we look back at recent
Times are changing, as are the demographics of our society and the speed of digital communications. We are excited to announce our initiatives to meet those