Our Thoughts

"Either write something worth reading or do something worth writing." -Benjamin Franklin

Planning Your Legacy: Where to Start

Posted by on Sunday, March 4th, 2018 in Personal Finance, Wealth Management | 0 comments

As a generation, baby boomers are starting to wonder how we can leave our mark upon the world. What, besides material possessions, can we hand down to the next generation? How do we capture and define the wisdom and values that we’ve cultivated over decades of experience? How do we pass these precious assets down to our children, grandchildren, and the world at large? Click the thumbnail below to download and read the full...

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5 Ways to Boost Your Security Against ID and Credit Card Theft

Posted by on Monday, February 19th, 2018 in Cybersecurity, Personal Finance | 0 comments

A week hardly passes without news of credit card and identity theft. Here are some security measures you can take, including some you’ve not likely heard of before now. About a year ago, I was sitting down to dinner with my family when I got a phone call from a department store inquiring about my new credit card and recent purchases. I knew right away I had a problem because I’d never shopped at that store. I left my dinner and started my own investigation. I spent dozens of hours tracking the frauds and thefts. I soon learned that five...

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February 2018 Monthly Insight: The New Tax Code and Tax Planning

Posted by on Wednesday, February 7th, 2018 in Monthly Insights, Personal Finance, Tax Planning | 0 comments

“There’s just one thing I can’t figure out. My income tax.” – Nat King Cole “The hardest thing to understand in the world is the income tax.” – Albert Einstein This past year, Halloween was barely over when House Republicans introduced their version of tax reform. Among those who understand the complexity of the tax code, as expressed by Nat King Cole and Albert Einstein, few observers thought such a massive undertaking could be signed into law within seven short weeks.  Yet that is exactly what happened....

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Quarterly Market Review (QMR) – Q4 2017

Posted by on Friday, January 19th, 2018 in Investing, Market and Economic Updates | 0 comments

We are so excited to present to you our Quarterly Market Review for Q4 2017. In this comprehensive PDF, you’ll find valuable information on market performance during the quarter across various domestic and global asset classes, as well as an in-depth discussion of bitcoin investing. Simply click the thumbnail below to download the PDF. We hope you...

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Creating a Financially Organized Life

Posted by on Monday, January 8th, 2018 in Investing, Personal Finance | 0 comments

Financial organization is a cornerstone of a healthy financial life. At the most basic level, financial organization saves time and money because it aids in paying bills on time, finding needed documents during tax season, providing proof of payment, disputing credit cards or billing errors, and avoiding the stress of dealing with piles of unorganized bills and paperwork. It also sets the stage for better decisions on investments, budgeting, debt, and investment planning. Financial organization helps your working relationship with your...

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