Blog

Saturday, February 3, 2018

As you’ve likely heard on the news, the broad stock market indexes were down sharply yesterday. The day started down and continued to decline with only a few times where it looked like buyers were coming in to offer support. At...

 

Saturday, December 23, 2017

On Wednesday both houses of Congress passed a final, reconciled tax reform bill, and yesterday it was signed into law by President Trump. It represents the most significant re-write of the tax code in over 30 years. Comparing the final...

 

Wednesday, December 6, 2017

Early Saturday morning the US Senate passed their version of a tax-reform bill. The bill shares some similarities with, but also has stark differences from, the “Tax Cuts and Jobs Act” bill passed by the House of...

 

Sunday, July 30, 2017

After 20 years of being an advisor, I’m still shocked at how many people still don’t pay attention to the fees associated with the management of their investments. When I ask how much their current advisor charges, if they...

 

Monday, June 5, 2017

If college were a party, then student loans are the hangover. Unfortunately, the “hair of the dog” won't cure this headache, but here are some ideas for managing your student loan debt. The programs listed are not intended...