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Avoid Estate Settlement Delays with Financial Planning Before You Die

Have you heard stories about estates being tied up for long periods of time? Financial planning before you die can solve all that.

Why Consolidate Assets in a Managed Account?

The number one reason provided for transferring assets to managed accounts is that the manager is a fiduciary responsible for giving you good advice, while a commission-based advisor can put himself first.

Aren't You Glad You Are In The Markets?

Monday, March 6, 2017

2016 turned out to be a good year for stocks. The year started down, but turnaround happened. And then, between Election Day 2016 and recently, the market added another spectacular two trillion in value. 

Some Truths About Index Investing?

A closer look at “just invest in the index” as a long-term investment strategy.

Guide to Financial Planning for Your Child or Grandchild

When financial planning for your child or grandchild, can you prepare and help ease him or her into a bright future?  Is your best choice a college designated plan or something else?

How Will President-Elect Trump’s Administration Affect the Markets?

With the inauguration of Donald Trump one day away, we thought it an opportune time to discuss several ways his administration might affect the markets. 

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