Now that tax season is over and the damage is done, what can you do for 2014 to better manage your taxes? Here are some ideas that may apply to you, in no specific order. We recommend that you consult…Read More
Our “Creating a Will” seminar was well-received by those who attended. The presenter, Marty Roos of Strasburger & Price LLP, did an excellent job of providing practical education to help the audience understand important considerations when planning for your estate….Read More
The latest mobile version of the Wealth Management System is now live. We encourage you to explore this excellent use of technology. Quick links to important information such as: Net Worth Investments Spending Budget Transactions Vault Some of…Read More
If you have not addressed all of the following topics, please understand that many people have not. We hear far too many regrettable stories that could have been prevented with some basic planning. The purpose of this post is to…Read More
Warren Buffett is famous for his annual shareholder letter from Berkshire Hathaway. He often explains complex financial concepts in simple, sometimes humorous terms. In over 30 years of such letters to investors, Buffett has rarely even mentioned gold. He changed…Read More
Most life insurance policies don’t do what they were intended to do, and most policy holders are unaware of this problem. Amazingly, almost 65 percent of in-force life insurance policies are inappropriate for the policy holder, priced incorrectly, or are…Read More
I often joke that few people I meet have a strong understanding bonds because 1) bonds are boring and 2) bonds are complicated. ‘Boring and complicated’ don’t make for good movie scripts, book plots, or cocktail hour conversations. My objective…Read More
“I hate insurance.” I’ve heard many clients utter these words and I can certainly empathize with them. We often hear clients describe that paying insurance premiums feels a lot like paying rent or flushing money down the commode. Most don’t…Read More
This is an extremely important question that requires a fundamental understanding of the relationships between companies and their investors and of risk and return. If you get a handle on these concepts, you will have a better idea for how…Read More
