As you invest, are you treated like a number? Or treated like a valued client? Every investor wants to be heard and respected, but that … Read More
Why You Should Look for a Registered Investment Advisor
Standards matter, especially in wealth management. Who should manage significant wealth? In recent years, more and more high net worth households have found their answer … Read More
Year End Charitable Giving Opportunities
An opportunity for you to give & save. As 2014 ends, you may be considering making one or more charitable gifts. In most instances, they … Read More
Why Do Investors Prefer Independent Financial Advisors?
Why People Want Independent Financial Advisors In some cases, “independent” is better. Times have changed – and so have financial advisors. Today, people don’t want … Read More
Do Your Investments Match Your Risk Tolerance?
Do Your Investments Match Your Risk Tolerance? When was the last time you looked at the content of your portfolio? When turbulence hits Wall Street, … Read More
Thinking of Selling a Business?
Preparing to Sell Your Business Do you have a strategy to follow? Have you created a company that someone will want to buy? Your children … Read More
New IRA Rollover Rules Coming Soon
IRS Announces New IRA Rollover Limitation A tax court ruling raises eyebrows & leads to a decision that may affect you. What was once allowed … Read More
Should You Reduce Risk As You Get Older?
Should You Reduce Risk Exposure As You Get Older? A study suggests the “conventional wisdom” may be flawed. If you move away from equities … Read More
Can You Retire Before 59 1/2?
Can you retire early? Sometimes you can take penalty-free early withdrawals from retirement accounts. Do you need to access your retirement money early? Usually, anyone who … Read More
Retirement Assumptions Vs. Reality
The Retirement We Imagine, the Retirement We Live Examining the potential differences between assumption & reality. Financially, how might retirement differ from your expectations? To … Read More