Category Archives: Uncategorized

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

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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

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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

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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

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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

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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

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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

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Market Review – 1st Quarter 2016

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2015 Review: Economy & Markets

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Market Review – 4th Quarter 2015

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