Wealth Management & Finance Blog
1st Quarter 2019 Market Commentary
01/16/2019The Long and Short of It: Long-term stock charts point to a potential change of…
Reduce your 2018 Tax Bill with Year End Savings
12/13/2018At the end of the year, everyone is busy with holiday celebrations, travel, and for…
Making College Affordable
10/23/2018If you have a junior or senior in high school, then you know it is…
4th Quarter 2018 Market Commentary
10/17/2018The Long and Short of It: – The economy is strong, however, bad breadth and…
Annuities – Good Investment or Rip off?
10/01/2018Perhaps you’ve spoken to a friend at some point who sang the praises of…
ABC’s of Medicare
06/27/20181st Thing to Know – Parts vs. Plans You are standing behind someone in line…
Small Business Retirement Plans
05/18/2018A lot of entrepreneurs and small business owners are focused on growing their business (as…
Financial Freedom Planning is the new Retirement Planning
04/20/2018Freedom Planning Mindset Do you remember how it felt to look at the world and…
2nd Quarter 2018 Market Commentary
04/19/2018The Long and Short of It: Increased volatility is causing extreme pessimism, which may be…
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