Our Blog

The Smartest People In the Market

Human nature leads us to find success through knowledge and hard work.  Because of that nature we believe that those that have more knowledge and...
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Building Success has no Age Limit

What if you knew what you know now, as a teenager? This seems to be a hypothetical question many ask themselves.   Today, there are...
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You wouldn’t choose an advisor at random, but do you know how they are paid?

To nobody’s surprise, some people take advantage of other’s lack of knowledge when it comes to different subjects. This happens constantly in the financial sector...
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Strategies for Success: Tax Loss Harvesting

Strategies for Success: Tax Loss Harvesting

As a follow-up to our recent Tax Smart Investing presentation, we are posting several blogs that explain some of the concepts that we discussed.  Tax...
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Strategies for Success: Roth Contributions & Conversions

As a follow-up from to our recent Tax Smart Investing presentation, we are posting several blogs that explain some of the concepts that we discussed. ...
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Strategies for Success: How to enhance your tax savings from charitable giving with a Donor-Advised Fund (DAF)

As a follow-up to our recent Tax Smart Investing presentation, we are posting several blogs that explain some of the concepts that we discussed.  The...
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Strategies for Success: How Asset Location is Tax Smart

This blog is one of several that will be posted as a follow-up to our Tax Smart Investing presentation. The presentation was focused on how...
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Strategies for Success: Advisor Value

As a follow-up from our recent Tax Smart Investing presentation, we are posting several blogs that explain some of the concepts that we discussed.  Some...
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What to Consider When Buying a New Home

Buying a new home. You might be thinking where do I even start… How much can you afford? **Spoiler alert! It is highly dependent on...
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Social Security: Why Wait?

Caveat: Personal finance is personal. Your individual facts and circumstances will have a huge impact on when YOU should claim your social security benefits. This...
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Debt Does Not Have to be a Bad Thing

Did you know the total personal debt in the United States is about $14.96 trillion? That is a lot of money! About $1.57 trillion of...
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The Media and the Market

The Media and the Market In our daily lives, we need and use information.  We regard it as essential to go about our day to...
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