Written material is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice.
May. 2, 2016 Article
Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their retirement savings.
Apr. 1, 2016 Article
The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children, by Eileen and Jon Gallo, focuses on the idea that the way in which parents spend money sends messages to their children about their values and priorities.
Mar. 1, 2016 Article
Forty years ago, the Stanford marshmallow experiment explored self-control by offering preschoolers a choice: Take a marshmallow immediately and get only one or wait to take a marshmallow and get two. Some chose the first option; others the second.
Feb. 1, 2016 Article
Nothing is more satisfying for advisors and their clients than planning, investing, and watching net worth gradually increase. And, nothing is more disheartening than having a significant portion of portfolio value disappear as the result of an unanticipated event.
Jan. 4, 2016 Article
Sir John Templeton, creator of the Templeton Growth Ltd. fund, was a pioneer in both investments and philanthropy. In the 1950s, he provided advice on how to invest worldwide when Americans rarely considered foreign investments.
Dec. 1, 2015 Article
Although the year is almost over, you still have time to take steps that can lower your 2015 taxes. Now is a good time to prepare for the upcoming tax filing season. Taking these steps can help you save time and tax dollars. They can also help you save for retirement. Here are three year-end tips from the IRS for you to consider:
Nov. 2, 2015 Article
As you likely are aware, identity theft is a growing problem that’s affecting more and more people every day.
Oct. 5, 2015 Article
As the seasons change and we’re into the fall and winter months, it might seem odd to think about next year’s taxes.
Sep. 29, 2015 Article
We are pleased to send you a copy of an article recently published by Forbes featuring Michael Mullis’ expert insight of ‘How to Invest Your Money in Q4’. We, along with 9...
Sep. 2, 2015 Article
On August 30, 2015, Ben Stein from the CBS program talked about the recent happenings in the stock market. He discussed that those who blame China for the U.S. stock market's recent declin...