Resources

Graduation Gifts for a Successful Future

It’s incredible how fast the year goes by; it’s already June.  Kids all over the country are graduating and starting new chapters in their lives. 

Stock Buybacks and the American Dream

President Trump, trumpeting the new tax law that took effect this year, promised that the massive corporate tax cut from 35% down to 21%, on

Social Security Options Remain

In November 2015, President Obama signed into law the Bipartisan Budget Act of 2015.  One significant byproduct of the legislation is the elimination or curbing

The First Quarter & The Market Outlook

Is the bull market over? In the first quarter of this year, the U.S. investment markets have experienced the first correction (a decline of 10%

Medicare Under Attack

In our last article, we talked about a cynical aspect of the Social Security “Cost of Living Adjustment.” The 2% increase is actually fully offset

Trade Tariffs and Your Investments

Earlier this month, President Trump roiled the stock market by announcing that he would impose a 25% trade tariff on steel imports coming into the

Don’t Forget About Inflation Risk

At a time when we’re experiencing renewed volatility in the stock market, it’s easy to be influenced by fear. When you turn on the news,

Happy Birthday Roth IRAs

2018 marks the 21st birthday for the Roth IRA retirement account – officially marking it a young adult, ready to go out and conquer the world! 

Graduation Gifts for a Successful Future

It’s incredible how fast the year goes by; it’s already June.  Kids all over the country are graduating and starting new chapters in their lives. 

Stock Buybacks and the American Dream

President Trump, trumpeting the new tax law that took effect this year, promised that the massive corporate tax cut from 35% down to 21%, on

Social Security Options Remain

In November 2015, President Obama signed into law the Bipartisan Budget Act of 2015.  One significant byproduct of the legislation is the elimination or curbing

The First Quarter & The Market Outlook

Is the bull market over? In the first quarter of this year, the U.S. investment markets have experienced the first correction (a decline of 10%

Medicare Under Attack

In our last article, we talked about a cynical aspect of the Social Security “Cost of Living Adjustment.” The 2% increase is actually fully offset

Trade Tariffs and Your Investments

Earlier this month, President Trump roiled the stock market by announcing that he would impose a 25% trade tariff on steel imports coming into the

Don’t Forget About Inflation Risk

At a time when we’re experiencing renewed volatility in the stock market, it’s easy to be influenced by fear. When you turn on the news,

Happy Birthday Roth IRAs

2018 marks the 21st birthday for the Roth IRA retirement account – officially marking it a young adult, ready to go out and conquer the world!