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We help individuals and families pursue their ideal retirements.

Pros and Cons: Fewer Regulations in the U.S.

June 11, 2018

One of the current administration’s persistent themes has been deregulation — cutting through the red tape in the rules of doing business. In one instance, Donald Trump was filmed standing…

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Handling Market Corrections Correctly

June 4, 2018

  Today’s political environment and recent volatility in the U.S. stock markets, particularly February’s correction, caused concern for some investors.   If you’ve met with a financial advisor who designed…

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Banking Trends

May 29, 2018

  In its recent 2018 Banking Industry Outlook report, Deloitte identified six key themes that are driving trends for financial institutions today:1   Redefining what makes for a positive customer…

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The Income Gap and the Economy

May 22, 2018

  The income gap between the wealthy and the poor is widening in the U.S.1 Why does that matter? Because there are studies that indicate a wide swathe of income…

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Music Plays Instrumental Role in Healing Ailments

May 14, 2018

  Hearing a familiar song from a happy period in your life, such as childhood, can instantly make you feel joyful. It’s as if you’re right back there — toe…

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Putting a Value on Real Property

May 8, 2018

  Real property generally refers to land, but it also can include structures, bodies of water and machinery.1 It typically denotes property of significant value, which is why state and…

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Investing in Europe

April 30, 2018

  It’s often said that when one asset class falters, others are likely rising. To some extent, this may be occurring with U.S. equities. The stock market correction that started…

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Investment Themes for This Year

April 16, 2018

  In the investment community, all eyes are on inflation this year. Economic analysts at Merrill Lynch anticipate further tightening in the labor market, to the tune of 3.9 percent…

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The New Tax Law: Things to Consider

April 10, 2018

  Who will be affected by the new tax legislation that went into effect Jan. 1? That is a question many are asking.   While “everyone” is likely to see…

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Balancing Investor Euphoria With Market Reality

April 3, 2018

    Many social media users share nearly all aspects of their lives, from photos of cute kids and pets to their political views. And now, we even are seeing…

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