Oct 10, 2018
Many people think of retirement planning as saving enough money to live the lifestyle they’ve envisioned and do the things they’ve planned. But that’s only part of having a successful retirement. The financial…
Oct 24, 2018
If you’ve been thinking about contributing or converting to a Roth IRA, this may be the time to do it. The recent overhaul of the federal tax code lowered the income tax rates for individuals – and lower…
Oct 25, 2018
Converting to a Roth IRA
There are no income limits on who can convert their existing retirement savings to a Roth IRA. So even if your income is high, you can transfer savings from a traditional, SEP,…
Nov 01, 2018
Our annual Halloween costume contest was very competitive this year and generated some memorable staff images!
And the winners are...
Best Costume: RyanMost Creative Costume: MegFunniest Costume: Rebecca
Best…
Nov 06, 2018
You may be able to reduce your 2018 taxes if you act soon! Several year-end tax minimization strategies for individuals are presented here. Not all strategies may be appropriate for you so please seek…
Jan 31, 2019
Conflicting Interests in Commercial Banks’ Investment ManagementLarry Swedroe, Director of Research
About 40% of mutual funds are run by asset management divisions of groups whose primary activity is…
Jul 09, 2019
Posted by Consumer Reports, 6/7/19 by Penelope Wang - For investors, finding a trustworthy financial adviser is about to get a lot more challenging.
This week, the Securities and Exchange Commission (SEC),…
Oct 22, 2019
Giving money directly to an individual with special needs may jeopardize his or her eligibility for government benefits. There are ways, however to contribute to the individual’s long-term financial security…
Feb 27, 2020
A fiduciary is bound to the highest legal and ethical duty and requires acting in another’s best interests.
We’re always fiduciaries. That’s our business. Unlike commissioned, or fee-based financial advisors,…
Jun 03, 2020
Magic Show: Foundational Principals of Investing
Tuesday, June 16th, 2020Time: 5:30PM – 7:00PMVirtual Zoom Meeting
Let’s have some fun! Join us for a virtual roundtable magic show “Foundational Principals…
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