Market Volatility
The last quarter of 2018 has been very volatile for stocks, compared to the last several years of relative calm. This has made many investors nervous and potentially caused them…
Will your Kids Blow their Inheritance?
For most people who spend a lifetime prudently managing their wealth and their spending habits, the thought of their children recklessly and rapidly blowing their inheritance is disconcerting. According to…
Conservation Easements
There is a section in the IRS tax code, designed to preserve certain U.S. lands, permitting wealthy investors to significantly reduce their income tax liability. Landowners who are willing to…
Is your portfolio too risky?
Many investors who have watched their account values consistently rise over the last decade are very happy with their investments. However, during times of low volatility and steady gains, investors…
Encouraging stock market trends
Once we help our clients determine their appropriate allocation to stocks, we generally encourage them to stay invested and ignore short-term corrections. However, if you are trying to decide a…
Red October
After an extended period of steadily rising markets and low volatility, October was a very bad month for stocks. The S&P 500 fell about 10 percent from the beginning of…
The Stock Market is Eyeing the Upcoming Presidential Election
Prepare to Live
Your Dream Retirement
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.