Updates
Are You a Customer or a Client?
In the relationships you have with financial professionals, are you a customer or a client?
Understanding the answer to this is incredibly important in understanding the type and scope of the advice …
How to Use the News for Making Financial Decisions
What do you do when you hear economic stories in the news?
Oil Prices! China’s economy! Stock market fluctuations! Jobs reports!
What should you do after hearing about these?
A natural reaction
Re…
What Sets The Best Investors Apart
If you spend any time reading or listening to Warren Buffett talk, you’re sure to hear about one of his favorite books, The Intelligent Investor by Benjamin Graham. Originally published in 1949, Buf…
Three Ways to Make Progress on Your Financial Goals in the New Year
A new year is just about here, and with it comes the list of well-intentioned resolutions. Money goals can be particularly challenging, because they tend to come with strong emotions like anxiety…
The Charitable IRA Rollover has been passed!
This came to us as great news, but before we get carried away making changes to meet year end dates, there are a few details that you may want to know about the bill and the IRA rollover:
The IRA r…
