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Innovation tailwinds are driving stock market valuations due to AI, and bond yields have reached their highest levels in decades. The future looks bright with numerous opportunities for investors.
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Tariffs and Trade Wars: The Impact into Q3
After months of verbal threats between the EU, China and the US, tariffs, and counter-tariffs started in July 2018, leaving American consumers and investors wondering how much of an impact
September 30, 2018
Happy Retirement, LIBOR
There’s a number that is going away soon that has an impact on your life; it’s called LIBOR. LIBOR (London Interbank Offered Rate) is used to determine the interest rates
September 30, 2018
Why it ‘Pays to Be Nice’ When Divorcing
Divorce is a common occurrence in the US, with 50% of all first marriages ending in divorce. According to the American Psychological Society, that is even higher for those marrying
August 31, 2018
Estate Planning
Will and Estate Planning Guide
It’s crucial to have a will or estate plan, no matter your age. These documents go beyond simply passing assets at death, they can also be invaluable during difficult times.
August 31, 2018
End of Year Money Moves
It’s that time of year again; kids go back to school, the election season is near, fall holiday planning starts, and suddenly we all move closer to the end of
August 31, 2018
Why the Technology (and Person) Managing Your Money Matters
Money and technology are so closely related that if a financial advisor isn’t employing the latest technology, how will it equate to risk for you and your money? When it
August 20, 2018