EDUCATIONAL SERIES

October 2017

October 2017

Third Quarter Market Review


September 2017

September 2017

Debt Ceiling Crisis Averted (for now)


August 2017

August 2017

The Fear and Reality of Geopolitical Risk


July 2017

July 2017

Second Quarter 2017 Update


June 2017

June 2017

What is the gift tax?


May 2017

May 2017

Are You A Better Investor than Warren Buffett?


April 2017

April 2017

First Quarter 2017 Update


March 2017

March 2017

We Are a Fiduciary


February 2017

February 2017

What Happens From Here?


January 2017

January 2017

2016 Market Review & 2017 Outlook


November 2016

November 2016

It’s the Most Wonderful Time of the Year