Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place....

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their...

Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting,...

After a sharp waterfall drop in March, major equity markets advanced strong in the second quarter. Following the Dow Jones Industrial...

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. This new legislation...

It is extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a...