Our federal government is at it again with proposed tax law changes. The House recentlypassed legislation that many people think has a good chance of becoming law. These changescould affect financial planning strategies.
It is often necessary to obtain confidential documents from clients to be able to do our job. Some examples of confidential documents that may be needed are:
Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most successful people consistently and systematically use an approach known as insightful questioning to build rapport with other people in ways that generate much better outcomes.
Short-term stock market volatility can cause us to lose perspective. In times of market volatility, you may see alarming fluctuations in your account balances, making it tempting to adjust your asset allocation in search of calmer waters. Yet it's important to consider the performance of a balanced portfolio over time.
With the recent tragedies involving the Boeing 737 Max airplane, travel safety is back in the news. The debate of flying versus driving is always a curious one. It says many things about human risk behavior. Most people know it is much safer to fly than to drive. Here are the latest United States fatality…
It’s what no one ever wants to hear: “The test results have come back positive.” And yet it’s quite likely that you, a loved one or both will one day be given a serious health diagnosis that throws your world into uncertainty, confusion and fear. That means you have two choices:
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.
Another April 15th has arrived. It's hard to believe I have been doing this for 17 "spring seasons." If you are confused by the sentence, I was too in my first year out of college.
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren without creating big problems that could harm their futures and destroy family harmony. The fact is, family wealth—how it’s managed, transferred and used—can…
This article explores two topics:
