Personal Finance Blog

One of the standard topics at our meetings with clients is our market outlook. Recently I have noticed that clients are more attentive than

Whether you are starting a family or nearing retirement, there are considerations to be made as to your need for life insurance. Many people

I found myself ranting in front of a client the other day (something I rarely do.). It was about the real estate market. Not

The last time we owned a dedicated position of gold in our portfolios was early 2013. Over the last six and a half years

Cybersecurity in the News Many of us have become aware of serious data breaches over the last several years involving big companies such as

On May 23rd the House of Representatives passed a bill “Setting Every Community Up for Retirement Enhancement” or SECURE for short. While the name

We have been sitting tight on our portfolio asset allocation since the beginning of the trade war escalation this month. Does this mean we

“Those who cannot remember the past are condemned to repeat it" -George Santayana, Famed philosopher and poet Last Friday President Trump announced he would

For most people, the rising cost of healthcare poses a major concern for lifestyle in retirement. It also makes the decision of when to

Several clients have asked if we are happy with our move to Fidelity Investments. Our response has been that we couldn’t be more pleased