News
AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
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Business
Considering Buying A Vacation Property? Be Tax Aware
With real estate prices recovering to where they were pre-2008 in most of the U.S; many people are buying U.S. vacation homes, and homes abroad for various reasons. The appeal
September 1, 2019
Business
Is Your Business Ready for Liquidation?
One of the largest risks to the future of a business is one that is often left unnoticed: What will happen when the ownership changes? At some point, a successful
September 1, 2019
Investing
Media Hype? Limit Your Exposure During A Recessionary Period
In light of recent media reports on stock market performance, political issues, scandals, and other ‘news-worthy stories,’ limiting yourself from media hype as much as possible may be right for
September 1, 2019
General
The Legitimate Value of Financial Advice
The financial advice industry has changed for advisors with a fiduciary financial planning emphasis in their practice. These advisors have chosen process over product for the benefit of their clients.
August 1, 2019
News
The SECURE Act: A New Hope for Retirement Savings
What is underway as one of the most significant changes to retirement savings plans in years, the SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) was
August 1, 2019
Education
Are You Losing Sleep Over Money?
Many Americans are losing sleep over money, according to a January 2019 survey by Bankrate. The media may report a ‘strong U.S. economy,’ but many people experience stress outside of
August 1, 2019
