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Women & Money

Women and finance is a hot topic with intriguing statistics. According to a research done by Vanguard, women make about … Continued

Market Commentary – Spring 2019 A few years ago, Denzel Washington starred in Flight, a movie about a skilled airline … Continued

The “Stock Market” and the “Economy” are two terms often tangled together in misconception. Let us start with a definition … Continued

Too often, well-intentioned advice falls short of the optimal real-world outcome. The danger usually lies where an adage becomes a … Continued

Interim Market Commentary – December 27, 2018 Spasms of volatility and uncertainty have gripped the stock and bond markets in … Continued

Before you write that check for your charitable donation, consider making the gift with appreciated stock. Even with the stock … Continued

Autumn 2018 Market Commentary With U.S. stock markets breaching record levels and a trade skirmish brewing, it is challenging … Continued

Simply put, estate planning is the process of putting your affairs in order while alive and well in preparation for … Continued

The “Tax Cuts and Jobs Act of 2017” presents some of the most sweeping changes made to the Internal Revenue … Continued

Do you itemize or take the standard deduction? Not an uncommon question around tax time. If you have been itemizing … Continued