What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a book review or some other surprise. So keep checking in. We’re glad to have you reading along.


Wednesday, February 21, 2018

Tax season is upon us and many people are concerned about having their taxes finished by April 17th. That may be the right course to follow, but frequently it is not. This leave many wondering, should I file a tax extension? There are...


Thursday, January 11, 2018

When is it appropriate to adjust your investment objective? One thing is for sure; it is never when we are emotionally swept up by market exuberance, or conversely, when we are in the grips of widespread panic. Instead, our objectives...


Thursday, December 21, 2017

As promised, Congress has passed sweeping tax legislation, and the bill is on its way to the President for signature. We will continue to watch closely but read about some of the key provisions as they currently are written.