2021: A Year Valuations Mattered

Happy New Year! It’s hard to believe 2022 is already here!  The past two years…


Americans, Better Off Than Ever Before

Christmas and Holiday Schedule:  We want to take this opportunity to wish all…


Office Address Changes

Street Name and F.I.G. Office Changes Coming November 1st! We wanted to give…


Stay in the Boat

3rd Quarter Quickly Coming to a Close It’s hard to believe that Labor Day is…


Impending "Collapse"?

“Half-Time” 2021 Is Here Call or email us today to schedule your personal…


Housing Boom 2.0

A Review of Your Investment Risk and Financial Plan After the strong recovery…


American Rescue Plan, Tax Deadline Extension, and More

Good Friday Holiday The U.S. stock markets will be closed Friday, April 2nd and…


What’s with all the “🚀 🚀 🚀”?

2020 Tax Information Just a reminder on the timetable for 2020 income tax…


Holiday, 2020 Tax Reporting, Bitcoin?

Martin Luther King, Jr. Holiday The US financial markets will be closed…


Vaccine, Stimulus, Looking to 2021

  Holiday Hours, No RMD's, Goodbye 2020, Vaccine, Stimulus Christmas/New…