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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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7 Tips to Avoid the Most Common Tax Scams
With the significant 2017 cybersecurity leaks involving the personal information of millions of Americans, this year’s tax season is expected to be one of the worst ever for tax scams.
March 13, 2018
Fear, Greed, and Your Portfolio
We like to think there are times when humans can be 100 percent rational, but in reality, our emotions are always influencing our decisions whether we want to acknowledge that
February 23, 2018
Is Retirement Really About Numbers?
For some people retirement is all about the numbers; the age you plan to retire, how much money you need, and so forth. But is retirement really about numbers? Numbers
February 15, 2018
8 Ways the Tax Bill Could Affect You.
While much of the news is focused on the government shut down, for most Americans, it’s business as usual. The IRS is keeping 43% of it’s workforce up and running
January 25, 2018
How Staying Healthy Affects Your Retirement Portfolio
Every year in January, people make resolutions to maintain better health habits. Logically, we all know a healthy life style can help us live longer and improve quality of life
January 19, 2018
Financial Advisor or Broker? Key Differences You Should Know.
* This original article was published on KTAR.com Volatile market swings create emotional minefields for many. Investors aren’t sure what to do to safeguard their money and often the people
December 11, 2017