What are the differences between a Broker-Dealer vs RIA? That may seem like a mundane question, but it’s an important one. We encourage people to …
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Is the recession finally here? Roughly two years ago, economists predicted what they called the most widely anticipated recession ever. The whole world seemed to …
People used to count on their investment advisors to always do the right thing for their clients. This was dictated by their fiduciary duty – …
While annuities can be a part of some financial plans, in most cases, better options are available for our clients. We carefully evaluate each situation …
How to spot craftsmanship in quality investment management If you or someone you love needed surgery, you’d want to go to the best doctor. But …
Interest rates have gone up the past few years, by a lot. That could be a bad thing if you’re looking to buy a house …
Using 529 plans to save for college education can be low-cost and tax efficient. However, some people have shied away from using them because there …
Early last year, it was common knowledge that we were about to enter a recession. In fact, many in the media were calling it the …
Persistent inflation drives up the cost of nearly everything, especially home values. People often receive a 1099-S and are surprised to learn they may have …
In 2017, then-President Donald Trump passed a series of changes to the tax code, the so-called Tax Cuts and Jobs Act (TCJA). Like just about …
Is it possible to have too much money? The answer is yes if the subject is estate taxes. Currently few of us have to worry …
Reinsurance funds, those that invest in relatively obscure catastrophe bonds and quota shares, have provided uninspiring returns over much of the past decade. From 2014 …
