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  • Market Commentary

Market Commentary 07/23/2019

The Markets  Did last week mark the start of a new policy for the Federal Reserve? The U.S. Federal Reserve has a reputation for providing …

Market Commentary 07/16/2019

The Markets The bulls are running. Last week, the Standard & Poor’s 500 Index set a new record, closing above 3,000 for the first time. …

Changing Jobs? Don’t Forget Your Retirement Account

People commonly make the mistake of leaving their old retirement accounts behind when they change jobs. While it’s perfectly legal to do this, there are …

Market Commentary 07/09/2019

The Markets What will the Federal Reserve do now? There was unexpected economic news last week. On Friday, the Bureau of Labor Statistics announced 224,000 …

Lifestyle Newsletter – A Prescription for Dementia Prevention

A Prescription for Dementia Prevention If you’ve ever played a party game that asks you to make difficult decisions, you may have run into a …

Life, Liberty, and Tax-Advantaged Investing

Life, Liberty, and Tax-Advantaged Investing Americans are passionate about taxes. We have reason to be. In recent years, Americans have spent more on taxes than …

Market Commentary 06/25/2019

The Markets Everything went up – and that’s unusual. Randall Forsyth of Barron’s explained, “Like our major political parties, the stock and bond markets seem to live …

Market Commentary 06/18/2019

The Markets Are we on the cusp of change? The United States is doing quite well. Randall Forsyth of Barron’s reported: “…the U.S. economy and stock market …

5 Tips for Managing a Sudden Financial Windfall

As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members.  In fact, over 60 trillion …