2019 has been an exciting year. Please read our thoughts on the first six months of the year, and see our strategies for the second half. To access your performance reports, you must log-in to your secure community. Market Recap…
Have you ever watched a lake in a thunderstorm?
The 529 college savings plan market may be one of the best-kept secrets in the U.S. investment industry, according to a new survey.
Don’t let volatility get you down.
Global selloff. Quick comeback.
I often asks my healthy clients what they spend on healthcare. Not many of them realize it's a quarter-million dollar answer. A 65-year old couple retiring in 2019 can expect to spend $285,000 in health care and medical expenses throughout…
Tariffs strike again. The Federal Open Market Committee completed what it called ‘a mid-cycle adjustment’ with a quarter-point rate cut last week. Some investors were unhappy when Fed officials implied there would not be another reduction this year. They’d been hoping for at least one, reported Barron’s.
HENRYs, or High Earners Not Rich Yet, are attractive candidates for financial planning. Are you doing your best to maximize your efforts?
A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives.
There’s a magic number when it comes to saving for college, and it's lower than you may think.