Blog

Friday, March 22, 2019

With the announcement from Jerome Powell, Federal Reserve Chair, that the Fed has changed to a “wait and see” stance on the Fed Rate for the remainder of 2019, we have made some investment model changes that you will notice...

Sunday, March 3, 2019

For seven weeks, a dozen exceptional high school students worked tirelessly to raise money to fight blood cancers. As a group, the Student of the Year (SOY) 2019 class raised $182,259. The winner set a new SOY fundraising record with...

Friday, July 20, 2018

As I notice that two of my clients turn 70 today, I am reminded of two planning opportunities that are worth mentioning. Each became more useful after the new tax bill went into effect on January 1st of this year. With strategies that...