BLOG

What is the gift tax?

June 1, 2017

It’s June, spring is in the air. The frost is thawing, and the flowers are blooming. Love is all around us with the wedding season blossoming. Seniors in High School and College are so close to graduation they can almost taste it! But, what does all of this mean for you?

Read more »

We Are a Fiduciary

March 28, 2017

President Trump’s directive to the Department of Labor (DOL) to review the Fiduciary Rule has brought to the headlines what it means to be a fiduciary and which investment professionals are deemed fiduciaries.

Read more »

What Happens From Here?

February 28, 2017

Some investors may have far too much of their portfolio in cash. In some cases, they are 100% cash, expecting a negative reaction to Trump’s election. When asked, “Why so much cash?” their answer is, “I’m waiting for a pullback in the markets.”

Read more »

Emotions Versus Investing

February 16, 2017

Articles are written daily with similar titles to those listed below and they often saturate our web browser’s advertisements. Like much of the news we consume, sensationalism is prevalent and stories and claims are delivered with the goal of eliciting an emotional response.

Read more »

2016 Market Review & 2017 Outlook

January 16, 2017

Wow what a year! As we have written during the course of the year, 2016 will be remembered as a “year of firsts.” Here are a few highlights of what happened during the course of the year that has never happened before: The first ten trading days marked the worst start to any calendar year in the S&P 500’s history, dropping over 8% to begin the year.

Read more »

Reverse Mortgages

November 29, 2016

If you watch much television then you have probably seen at least one commercial with a senior citizen celebrity encouraging you to consider a reverse mortgage. Reverse mortgages have been around since 1988 and now that the number of people entering retirement is rising quickly (almost 10,000 per day) many are considering this option as one of the tools available to fund their lifestyle.

Read more »