Blog

Clients often ask for advice on helping their children get on the path to financial success.  The following are some financial tips to get your children on the path whether they are age 3 or 23.

Last week Donald Trump made his speech to Congress, and outlined his vision for the country.  Contrary to my fears that the market was running up to a speech that would disappoint and be followed by selling, the Dow Industrials responded by rising over 300 points the next day.

By now, almost everyone should have received the necessary forms to file their tax returns. Is there anything else you can do keep some of the money you earned from going to Uncle Sam?  Let’s explore a few ideas that may help you save on your 2016 taxes, even though it is now 2017.

Tax diversification is an important consideration for those saving for retirement.  With proper planning, Roth IRAs may be able to provide you with future tax-free income.

Unlike last year's dismal start (worst first six weeks in history!), markets around the world celebrated the start of 2017 with a positive month.

In the 1980s, Ronald Reagan famously said that we would “Trust but verify” in negotiating with Soviet President Mikhail Gorbachev.  When looking back at 2016’s happenings and market performance, somehow this phrase – “be optimistic and be prepared” – came to me and had me thinking of Reagan's quote. 

Patience finally pays off for long-suffering Cubs fans.  What did we learn from this team and how can these lessons help with investing?

The race between the two most unfavorable presidential candidates in decades ended with a huge surprise.  What lessons did we learn?  Should you change your plan as a result?  While these election results were a surprise, our advice is not.

Despite some positive news in October for corporate earnings, wages, the economy, and Cubs fans, concerns over the presidential election pushed the prices of stocks, bonds, and even gold lower.  What impact will the 2016 election have on the markets going forward?

August was followed by some big market swings in September.  The “market” sold off sharply to start the month and then eventually recovered to close virtually unchanged.  These swings may continue as we approach the election and possible interest rate increase.