Newsletters

This letter will provide you with an update of some recent additions to our staff as well as an update on markets and the regulatory environment we find ourselves in.  In addition, I will mention a few things that some of you may find helpful in reducing and or eliminating your tax burden.

In today’s world of finance and retirement planning, there is a tendency to “do-it-yourself” as if you are going to make some home improvement. Saving money is always good, but the experience of the professional can also save you a lot of trouble.  

This summer I lost my mother due to the effects of Alzheimer's disease.  My mother was bright and vibrant and she always encouraged me to develop and improve my talents and abilities.  She thought I could do anything.

Merry Christmas and Happy Holidays!  Another year has flown by and we are now into the Christmas and holiday season.  With each passing year I become more and more appreciative of my privileges and blessings. 

After more than 18 months of nearly uninterrupted advances, the U.S. equity markets started declining last week, with a large sell-off on February 5, 2018. Although it is always difficult to endure these declines when they’re occurring, it’s important to focus on the underlying fundamentals of the economy and the markets, which are pointing to the potential for continued growth in 2018 and beyond.