Many clients are concerned about how the upcoming election results might impact their portfolios.  Markets, over the long-term, are mostly moved by fundamentals, economic outlook, and, for the time being...  Read More →

So you’ve spent all of your working life diligently building up your nest egg in a tax-efficient manner by strategically allocating savings across a myriad of tax-favored and taxable investment accounts...  Read More →

I guess I should not have been shocked when I walked into a ‘big box’ store on October 1st and was visually assaulted by the significant display of December holiday decorations. Numerous yard...  Read More →

Most anyone with access to television during the last 47 years is likely familiar with The Brady Bunch - a blended family of what seemed to be some of the happiest darn people in the world who always worked...  Read More →

A Wall Street Journal blog post earlier this year cited a study which concluded that millennials who borrowed money to secure a college degree were more likely to achieve certain measures of financial success...  Read More →

After enduring a relatively flat 2015, investors are experiencing a bumpy ride in 2016.  Headline risk (the possibility that a news story will adversely affect a stock's price), caused a great deal of...  Read More →