Resource Center

Recently, I’ve had an increase in conversations with clients asking “Where do we go from here?”  With News Media hammering away about what the Federal

The charitable remainder trust (CRT) is a popular retirement – and estate planning tool. It can be a convenient way to create a stream of

Markets go up and down in ways that are not entirely predictable. For long-term investors, what the market is doing in the present isn’t that

Sometimes stock prices drop across the entire market at once triggered by a range of things, such as a natural disaster, political turmoil, concerns over

Recently, we’ve been noticing the topic of “Fiduciary” more and more across social media platforms. Usually, it is a comment asking whether or not a

Many of us are old enough to have seen the Bill Murray movie “Groundhog Day”.  In this movie, “Phil”, played by Bill Murray, has a