Investment Planning

Why Dividends Matter

Dividends and equities matter in the portfolio. Dividends allow the purchase of additional equities or fixed income securities to maintain

A Grandparents Guide to 529 Plans

Helping a grandchild with college expenses is a very satisfying way to use some of your discretionary funds. The most efficient and flexible

August: A Slow Month

See what’s going on with the world, the market, the 10 Year Treasury, tariffs, and my dog Riley during this slow time before the storm of co

Economic Update: August 2018

While investors kept tariffs and trade disputes in mind in August, a new earnings season provided Wall Street with a lift. Blue chips...

Economic Update: Q2 2018

At the end of 2018, economists and journalists may look back on the second quarter and see the moment when a global trade war began. Whether

Monthly Economic Update: June 2018

In May, investors were left to interpret mixed geopolitical and financial signals. The historic U.S.-North Korea summit was on, then off, th

Monthly Economic Update: May 2018

April saw the S&P 500 advance 0.27% as a new earnings season unfolded – one in which investors grew uneasy about rising Treasury yields,

2018: A First Quarter Review

Stocks rallied in January, corrected in February, and slumped in March as volatility and economic policy changes took some of the enthusiasm

How to Avoid Paying Income Taxes

By having efficient strategies in place you can minimize your tax burden and keep more of your hard-earned income. No matter your circumsta

Reaching Your Goals by Driving Safely and Efficiently

Whether you have an investment advisor or not, you should be following these three steps: determine how much time you have before needing ce

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2 3

Why Do You Rob Banks?

Patriotism

The Feel Good Guide to Charitable Giving

6 Essential Health Tips for Seniors

It’s Never Too Late for College Financial Planning

IRS Reminder: Tax Scams Continue Year-Round

It’s Never Too Early for College Financial Planning

Not Sure About Uncertainty

How to Care for a Loved One with Dementia

9 Common Questions About Social Security Benefits Answered

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