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New Year, New Goals
Finances get tight, especially now as prices seem to continue [...]
What Is a 1031 Exchange?
What Is a 1031 Exchange? If you want to add [...]
A Salute to Veterans
To you, and especially to all who served, happy Veterans [...]
Keeping your identity safe in a digital world
With nearly 4 billion people on social media worldwide, plus the risks of using online brokerage and bank accounts, the need for digital security has never been higher.
Retiring with your Comic Book Collection
Retiring with your Comic Book Collection [...]
Asset Allocation
Asset Allocation One important [...]
Welcome to our blog where our Financial Advisors provide discussion, observation, and advice. In order to help provide financial education, topics cover everything from the economy to estate planning, from health care costs, and personal finance to retirement planning and more. In addition, our monthly Market Brief provides an in-depth look at current performance and trends in various financial markets.
Material discussed is meant for general/informational purposes only. It is not to be construed as tax, legal, or investment advice. This information has been gathered from sources believed to be reliable. However, individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Past performance is no guarantee of future results. Diversification does not ensure against loss.