Explaining Medicare
Once we reach age 65, most of us are eligible for subsidized health insurance through a government program called Medicare. Part A, which covers hospital care, is free. Part B,…
What is the China Trade War All About?
Stocks have not reacted too well to the recent snag in trade talks with China. Reportedly, China and the United States had been close to an agreement. However, that tentative…
Investing Ain’t Easy
Every year educated “professional” money managers attempt to beat the benchmark of the S&P 500 index. Active stock managers, as a whole, have failed to beat the S&P 500 each…
Minimizing Volatility
Thus far for the month of May, the performance of the stock market has been a disappointment and has made the old adage “sell in May and go away” look…
Business Development Corporations
One of the largest sec¬tors of the U.S. economy is comprised of smaller private companies that typically generate between $50 million and $2.5 billion in revenues. These middle market companies…
What You Should Know Before Buying IPO Shares
When private companies decide to list their stock on a major stock exchange, they participate in what’s called an initial public offering (IPO). It’s a way for the company to…
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.