SECURE Act Passes, Cautious Stance Continues, Financial Planning Crucial
Happy New Year to all of you! We hope you all had a wonderful Holiday Season…
Tax Planning and Year-End Items
Financial Markets and Office Holiday Schedules: The U.S. Financial Markets…
The Money Talk, Thanksgiving Schedules
2019 is Winding Down: It’s hard to believe there is less than two months left…
Interest Rates Continue Lower, Social Security Scams Rampant
Final Quarter of 2019 is Here: With just less than three full months left this…
Cost of Housing Report, Client Event Update
Third Quarter Coming to a Close: It’s hard to believe that we are already in…
Yield Curve Warrants Caution
2019 is Almost Half Over! It’s hard to believe that 2019 is already almost half…
November, 2018 Review and Outlook
"For unto you is born this day in the City of David a Savior, who is Christ…
August, 2018 Review and Outlook
F.I.G.’s 35th Year Client Event and Celebration: By now all of you should have…
July, 2018 Review and Outlook
Mid-Year Review: If you have not yet scheduled your “half-time” 2018 review,…