Markets and Geopolitical Turmoil

2021 Tax Reporting By now you all should have received your 2021 tax…


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…


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…