Many of you already have estate documents, probably executed many years ago. You need an estate attorney to…
Is Estate Planning Still Necessary?
The estate tax is generally paid by the most affluent Americans, however, it can also hit families with…
Creating an Income Plan While in Retirement
You‘ve saved for years. Now that you are retired, did you create an income plan from your savings?…
Three Basic Retirement Questions to Ask Yourself
We’ve all been there: scratching our heads wondering what to do with all the retirement savings accounts. Too…
Is It Time to Look at Municipal Bonds?
Taxpayers in the upper income brackets are discovering that finding alternatives for tax relief may be a little…
A Quick Look at Bond Yield
What is bond yield? This may be the most commonly asked, and often the only asked, question posed…
Investor Letter First Quarter 2021
Market Perspective As we eclipse the one-year anniversary of the “work from home” mandate, it is important to…
Understanding Bond Markets: What they mean for typical investors
Investing in bonds is different from investing in stocks. Stocks represent ownership in a company. This ownership is…
Just the Facts – Four Essential Components of Smart Estate Planning: An Interview with Lou Harrison
During these uncertain times, there remains a degree of uncertainty on what the future holds for everyone. Unfortunately,…