Have you reviewed your W-4 lately?
When was the last time you looked at your W-4? Your W-4 is the document that you file with your Human Resources …
So you would like to be rich
Ah, wouldn’t we all? Perhaps you can win the lottery? Or maybe you can marry into a wealthy family? How about a …
So you have received an inheritance or other windfall
Lucky you! Now, what to do? You are young and find that you can enjoy your windfall starting today or invest for …
So, you would like to retire with security and dignity.
Your first step is to develop a plan. Seek the help of a professional financial planner, if necessary (recommended). Your plan should …
There are decades where nothing happens, and weeks where decades happen…
The pandemic continues. We are monitoring the economic numbers and are staggered by the lack of concern in the financial markets. In …
Are We in the Eye of the Storm?
It is hard to believe that we are only halfway through this whirlwind of a year called 2020. Unfortunately, we have more …
Uncharted Waters
There were 2,839,205 deaths recorded in the United States in 2018. This pandemic is expected to kill between 100,000 to 200,000 Americans. …
We are living through history
We are living through history. This period of time will be talked about for years to come. Everyone’s number one concern should …
It’s Always Darkest Before the Dawn
Dear Investor, The stock markets are down close to 20% in a breath-taking few weeks from recent highs. Interest rates are at …
Onward into the 20’s…
We are happy to tie a ribbon around our double digit returns for 2019. By February, we erased the small losses incurred …