Category: Financial Planning

A popular estate planning strategy utilized by affluent investors may soon be disappearing. This past September, the Retirement Enhancement and Savings Act of 2016 passed

Donald Trump’s improbable victory in early November’s presidential election caught many people by surprise. A Hillary Clinton victory looked almost certain if you believed most

Nominal interest rates are currently below zero in many countries, including Germany, Denmark, Switzerland, Sweden, and Japan. These levels have shattered the belief that zero

In early February President Obama submitted his annual budget request to Congress. Congress will then consider the President’s requests when developing its own budget resolution.

As if the excitement of the impending Christmas and holiday season wasn’t enough, two of the most anticipated events of 2015 occurred last week. The

2015 is quickly drawing to an end, and before we know it the holiday season will be in high gear!  Before you get caught up

The term “perfect storm” is often used to describe a rare confluence of circumstances that produce an event of unusual magnitude, particularly as it relates

The turmoil in Greece has been dominating the news for much of the past two weeks, and we are aware that some clients are concerned

It seems like every year I end up having three or four discussions with various people about the merits of paying off your mortgage early. 

On Friday June 26, 2015 the Supreme Court delivered a historic decision that extends the right to marry for same-sex couples in all 50 states.