Resources

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! 

Tax Reform Highlights

On December 22, President Trump signed into law H.R.1, the Tax Cuts and Jobs Act.  People are calling the new law the most significant tax reform

Balance

Balance is important in your portfolio, just like balance between work and play, office and family are important to your life and personal well-being. Because

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! 

Tax Reform Highlights

On December 22, President Trump signed into law H.R.1, the Tax Cuts and Jobs Act.  People are calling the new law the most significant tax reform

Balance

Balance is important in your portfolio, just like balance between work and play, office and family are important to your life and personal well-being. Because