Anyone who attends our public presentations knows how much we value all of the quality information that is free to us as Americans. We are much better off than the citizens of Canada, who struggle with terrible gaps in necessary...Read More
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.
President Trump recently signed an executive order that will review the rules governing retirement plans. Among the issues under consideration is the timing of mandatory distributions from plans. Specifically, the length of time over...Read More
It’s a question we hear all of the time. From a pure tax standpoint, we’re not sure it ever makes sense to carry a mortgage. Just like the comment frequently brought to us: “My taxes are too high; I need more...Read More
In our last newsletter we alerted our clients that there were long-term challenges to the markets due to high prices for stocks and rising interest rates. We have recently seen a degree of volatility unseen for well more than a year....Read More
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...Read More