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As part of our business we work with individuals and families helping them to develop an investment and financial plan. We are often...

Trade Wars! Trade wars are typically a weapon of last resort after discussions and negotiations have failed to produce a satisfactory...

We are often times asked, “what is the best way to pay off debt ?” This isn’t always pertaining to credit card debt . There are all sorts...

Declining Market Stock market declines have a way of capturing our attention – far more so than when stocks go up. Declines...

Credit Cards are awful! Don’t use a credit card, you will never be able to get out of debt! Never get into credit card debt! We have all...

The term “fiduciary” is often used and referred to in conversations regarding retirement plans. But, what exactly is a fiduciary? The...

Creating a forecast for the upcoming year is fun – we have a blank canvas on which to operate; there are no incremental benchmarks to...

Thoughts on the tax bill passage: First major legislative win for Pres. Trump and GOP majority. Combining the elimination of the...

The end of the year is coming quickly, less than 2 weeks and 2018 will be here. Here are 4 things every person should do before the end...

It’s a simple question really – “how much does it cost?”. We have all had that experience where we ask what something will cost and get...