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.
Jan. 4, 2016Article
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.
Much of what he...
Dec. 1, 2015Article
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...
Nov. 2, 2015Article
As you likely are aware, identity theft is a growing problem that’s affecting more and more people every day.
You can be assured that the financial services industry takes this offense very seriously and goes to great lengths, at all levels, to...
Oct. 5, 2015Article
As the seasons change and we’re into the fall and winter months, it might seem odd to think about next year’s taxes.
However, now is a good time to review your financial situation before the books close on the year, and take steps to hopefully...
Sep. 29, 2015Article
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 other firms nationwide, were asked to contribute our best mutual fund or...