Resources

Year-End Planning

It’s hard to believe that we’re nearing the end of 2018. The year-end presents a unique opportunity to review your overall personal financial situation. With

Politics & Investing

Politics bring out the best in people, right? Well, politics certainly brings out a very passionate side of Americans. Unfortunately, politics has done more to

The Failure of Healthcare for Profit

Americans spend more on healthcare than residents of any other developed country in the world. As a result, 14% of the U.S. market cap is

Stock Market Plunges in Fear

If you’re a superstitious investor, you might be blaming the recent decline in the stock market on the October Effect, or the theory that stock

New Tax Rules Affect Parents

The Tax Cuts and Jobs Act of 2017 went into effect on January 1, 2018 and started the year off with a bang.  Most notably,

What to do in this record bull market

This week capped the longest bull market in the history of the Standard and Poors 500 Index. Technically, a bull market is the period that

Capital Gain Tax Change Looms

Earlier this month, President Trump announced that he and US Treasurer, Steven Mnuchin, were determining if they had authority to unilaterally pass a massive and

Growth for Whom?

This week, President Trump was forced to back off on his aggressive trade war, defend himself against recorded audio discussing a payoff to a Playboy

Year-End Planning

It’s hard to believe that we’re nearing the end of 2018. The year-end presents a unique opportunity to review your overall personal financial situation. With

Politics & Investing

Politics bring out the best in people, right? Well, politics certainly brings out a very passionate side of Americans. Unfortunately, politics has done more to

The Failure of Healthcare for Profit

Americans spend more on healthcare than residents of any other developed country in the world. As a result, 14% of the U.S. market cap is

Stock Market Plunges in Fear

If you’re a superstitious investor, you might be blaming the recent decline in the stock market on the October Effect, or the theory that stock

New Tax Rules Affect Parents

The Tax Cuts and Jobs Act of 2017 went into effect on January 1, 2018 and started the year off with a bang.  Most notably,

What to do in this record bull market

This week capped the longest bull market in the history of the Standard and Poors 500 Index. Technically, a bull market is the period that

Capital Gain Tax Change Looms

Earlier this month, President Trump announced that he and US Treasurer, Steven Mnuchin, were determining if they had authority to unilaterally pass a massive and

Growth for Whom?

This week, President Trump was forced to back off on his aggressive trade war, defend himself against recorded audio discussing a payoff to a Playboy