The year is quickly coming to an end. While you should be focused on spending time with family and friends,…
The stock market has been pretty volatile over the last couple of months while the bond market continues to decline…
Overall, it’s been a slow year for diversified portfolios. Moderately allocated portfolio’s are averaging 3.15% for the year. The highest…
Quarterly rebalancing is coming up this week and I wanted to pass along some of the changes I plan on…
The second quarter of 2018 has come to an end. In my first quarter update, I reported that the market…
Recently, the online Q&A website Quora forwarded me this question – Should I hire a Financial Advisor? What are the…
The first quarter of 2018 is coming to an end and the market news is mixed. The Dow Jones and…
“Please consult your tax advisor.” This is the standard disclaimer brokerage firms give whenever a client requests a withdrawal from…
A major change to the tax rules starting in 2018 could leave many paying high taxes on investments that they…
Being a well read financial advisor is critical part of helping clients succeed in their goals. Most of the time,…