We held an educational lunch seminar on June 4th, hosted by PIMCO, and the responses from those who attended have been very positive. We plan on providing more of these in the future for small groups. Here are some highlights……Read More
You probably didn’t notice, but when the clock struck midnight on December 31, 2013, a number of popular tax benefits, commonly included in the list of provisions referred to as “tax extenders” expired. While it’s possible that Congress could retroactively…Read More
The Federal Reserve’s actions over the next year could be important to bond markets, particularly if and when the Fed decides to increase its target interest rate. Since bond prices typically move in the opposite direction from yields, rising bond…Read More
The Wealth Management System that tracks and summarizes your financial world now has the ability to send you email alerts. You can setup an alert if your cash gets too low, if you exceed your budget, you incur a large…Read More
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
