Planning matters

Tax Planning Time

It’s warm outside and chances are you’re thinking about your air conditioning more than taxes. But now is an ideal time to understand how changes to the tax law affect you. As your financial advisors, we have these changes on our radar and wanted to make sure you’re thinking about them too – in between sips of your cold lemonade, of course…

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Write Your Self Bio

Often times people can get caught up in the day-to-day routines of life and they get away from thinking about their futures. We see this as an opportunity to make a plan…

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Are you ready for your raise at 70½?

At the beginning of each year, we spend a lot of time talking with clients about their Required Minimum Distributions, or RMDs. So, what is a RMD and who does it impact?

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The World is Still Flat

The U.S. generates about 25% of global GDP, yet its share of world stock market capitalization represents over half the entire globe, a twenty-year high …

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Perspective on the Market

If you’re hearing the stock market news and thinking, “If I call, my planner is just going to tell me I’m well-allocated and to stay focused on the long-term, but boy that is a big drop”, you’re both correct and not alone. Downward movement in the market can be difficult to bear after we’ve enjoyed such a long period of relative quiet and strong returns.  For some, the market activity of the past week is bringing flashbacks to 2008…

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