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As we close out 2017, we reflect on all for which we have to be grateful.  I want to thank you for your continued trust, business and friendship. 

The mornings are crisp and remind us that the holidays soon approach.  Thanksgiving is my favorite holiday because it's all about family, friends, food and gratitude.  I read a blog this morning that discussed taking the time to let go of your to-do list and instead make a list of your accomplishments-- how powerful.

We are fortunate that many of the individuals and families with whom we work are inclined to give back to our amazing community.  That being said, we want to ensure you are aware of some tax efficient ways to make charitable contributions.

At speaking engagements I often jokingly ask, "RAISE YOUR HANDS IF YOU WANT TO PAY MORE TAXES."  Unsurprised by still arms in the audience, we move towards a discussion of how investors&nbs

Bear Markets are Healthy for Long Term Returns

'Twas the weeks before election

And all through the land

Voters are curious...

Who's next to take the stand?

Will we have our first female President?

Or will Trump be our Leader?

Voters may feel uncertain

As to whether they can trust either.

One of the best illustrated instances of indecision occurs in the story of Alice in Wonderland in which Alice comes to a fork in the road and must choose a path to continue her journey. She seeks the advice of grinning Cheshire cat which appears out of nowhere.

Answer this riddle: what’s the one thing that will eventually happen to everyone, but generally, no one wants to discuss? Death is a subject that immediately conjures up all sorts of emotions because, let’s be honest, the absence of being IS emotional. But, death is also cause for practicality.

Caught in an extraordinary convergence of unhinged stock market volatility and historically low interest rates on savings, many people are rethinking their plans and their vision for the future, especially as they consider the prospect of having to stretch their retirement income over 25 or 30 years.  A study conducted in 2015 by the Employee Benefit Research Institute found workers of all

The figures out last year show that the average amount of student loan debt a student graduates with is a little more than $35,000.  Most graduates are carrying multiple student loans from multiple sources, and the cost and complexity of managing them can become overwhelming, especially if they are unable to secure steady employment with sufficient cash flow to make the payments.