Our Blog provides viewpoints on a variety of issues and is designed to engage you in various discussions and encourage feedback.
Planning for a Disabled Child
December 23, 2019 10:22 amCaring for a disabled child requires planning for the near term and the future but understanding the best strategies to utilize can be challenging,
Read MoreGet the Checklist: Organizing Your Finances for the New Year
December 19, 2019 9:56 amNew year, new budget! The holidays are over, the new year has arrived, and we’ve begun a new year to meet your financial goals.
Read MoreChanges to RMDs may be delayed, but more potentially impactful ones could be coming your way
November 15, 2019 10:11 amOver the summer I wrote a blog about how the Senate and the House were independently working to change the timing of when retirees
Read MoreThe Unpredictable Nature of Investor Psychology
October 28, 2019 9:54 amOne of the standard topics at our meetings with clients is our market outlook. Recently I have noticed that clients are more attentive than
Read MoreLife Insurance Considerations
October 7, 2019 11:52 amWhether you are starting a family or nearing retirement, there are considerations to be made as to your need for life insurance. Many people
Read MoreDestination Homes: Home Sales Have Gone the Way of the Wedding
July 29, 2019 12:24 pmI found myself ranting in front of a client the other day (something I rarely do.). It was about the real estate market. Not
Read MoreHas Gold’s Time Come Again?
July 9, 2019 1:55 pmThe last time we owned a dedicated position of gold in our portfolios was early 2013. Over the last six and a half years
Read MoreThe Top 5 Cybersecurity Questions You Should Ask Your Financial Advisor
June 24, 2019 1:22 pmCybersecurity in the News Many of us have become aware of serious data breaches over the last several years involving big companies such as
Read MoreAre you confused about the Required Minimum Distribution at age 70 ½? Changes may be coming!
June 6, 2019 10:40 amOn May 23rd the House of Representatives passed a bill “Setting Every Community Up for Retirement Enhancement” or SECURE for short. While the name
Read MoreTrade War Worries
May 20, 2019 10:23 amWe have been sitting tight on our portfolio asset allocation since the beginning of the trade war escalation this month. Does this mean we
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