Author Archives: admin

Smart Ways to Take Control of a Trust

Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others. However, some families relinquish more control over their trusts than they need to, potentially put their goals at risk. This month’s Flash Report … Continue reading

Posted in Uncategorized | Leave a comment

What To Do When Your Doctor Has Bad News

Certainly, none of us ever wants to face a medical crisis. However, it’s quite likely that you or a loved one will someday receive a serious health diagnosis. When that happens, it’s important to know what to do. What To … Continue reading

Posted in Our Community, Positive thoughts, Uncategorized | Leave a comment

It’s Time to Get Serious About Your Happiness

It’s safe to say that just about all of us wants to enjoy a great quality of life and be happy. We are pleased to deliver this month’s Flash Report, It’s Time to Get Serious About Your Happiness. It provides a … Continue reading

Posted in Uncategorized | Leave a comment

A Journey through Time

Tuning Out the Noise takes viewers on a journey through the “lost decade,” featuring the media’s amplified coverage of headline events and pointing to the positive outcome that a disciplined investor could have experienced in the recovery. Tuning out the … Continue reading

Posted in Uncategorized | Leave a comment

Savvy Negotiating: To Get to the Moon, Reach for the Stars.

April Thought Leadership: As a successful person, you know the important role negotiations can play in your business, your job or your everyday life. That’s why we are happy to bring you this month’s Flash Report, To Get the Moon, … Continue reading

Posted in Uncategorized | Leave a comment

Sweeping Tax Changes

This morning, President Trump signed into law the most sweeping set of tax law changes in over 30 years.  It’s going to take some time to digest it all, but there are a few things we do know.  We are … Continue reading

Posted in Uncategorized | Leave a comment

Active can’t keep up with the index

After reading this mornings Wall St. Journal and seeing how passive investing/indexing bests more than 90% of the Active managers out there OVER 15 years, it’s no surprise my email box if full of emails from the Active’s suggesting “tailwinds … Continue reading

Posted in Uncategorized | Leave a comment

New Market Highs and Positive Expected Returns

  Share on Facebook

Posted in Market Reviews | Leave a comment

Presidential Elections and the Stock Market

Share on Facebook

Posted in Market Commentary | Leave a comment

What is Fiduciary Advice

What Is Fiduciary Advice? May 2016 Anyone searching for investment advice is undoubtedly confronted with many choices of service providers operating under titles such as certified financial planner, financial consultant, registered investment advisor, stockbroker, and insurance agent. These titles can … Continue reading

Posted in Investment Articles, Market Commentary, Retirement, Wealth Enhancement, Wealth Preservation, Wealth Protection | Leave a comment