Enhance Today | Enrich Tomorrow
When you step back and look at the investment landscape, it is sometimes helpful to ask yourself if anything really IS different this time; to try to determine what has changed. The usual answers point to recent return gyrations: the…
The question on the mind of many investors has to be: where is the U.S. and world economy headed? Are we moving toward a double-dip recession, or is the economy in the early stages of a long-term recovery? At a…
Historically, most people have not had to consider the problem of owing Federal estate taxes at their death. With little or no estate planning, most property you own at death is subject to this tax, and will likely include things…
Have you ever felt anxious about your investment portfolio? Who hasn’t? A recent presentation at one of our professional conferences pointed out that five out of every six years will produce a stock market return sequence that either triggers anxiety…
Chances are, you know somebody who has made a vow to go to the gym twice or three times a week, and even bought a gym membership, and never gets around to going. You probably also know people who don’t…
We in the financial planning community believe that something called a “fiduciary standard” is the very best framework for professionals to work with our clients. That’s why we’re so angry over something that happened in the Senate over the weekend:…
