Dear Clients and Friends, This week, we share with you our Monthly Market Risk Update. Before we begin, some of you may have noticed that...

Dear Clients & Friends, As part of the Trump tax legislation of 2018, a $10,000 limit has been placed on the deductibility of state and...

Dear Clients & Friends, Here we begin what may be a painful, but hopefully informative, discussion about the coming midterm elections. ...

Dear Clients & Friends, This week, it’s time for our monthly market risk update.  However, before we get into it, I want to mention two...

Dear Clients and Friends, It’s not uncommon for me to be asked about what our firm stands for and what differentiates us from other...

Dear Clients and Friends, A few weeks ago, we wrote an article discussing the differences between “Principal Gain & Loss” versus “Tax...

Dear Clients & Friends, Each year, the Trustees of the Social Security and Medicare Trust Funds release annual reports to Congress that...

Dear Clients & Friends, I want to brief everyone on the new federal student loan interest rates that take effect today, July 1st. The...

Dear clients and friends, It’s that time of the month – here is our monthly Market Risk Update, written by our good friend Brad McMillan....

Dear Clients & Friends, This weekend’s reading may, on the surface, seem boring, but I promise you that it’s really not.  In fact, this...

Dear Clients & Friends, In honor of the this weekend, we will make our reading short and sweet. But before we do, a quick message about...

Dear Clients and Friends, Due to several client meetings outside our home office, we are skipping this weekend’s reading. However, we...

Dear Clients and Friends, I’ve been meaning to write an article about what we call “the Yield Curve” because of all the statistics and...

Dear Clients and Friends, For this weekend's reading, we are back on the radio.  This radio spot was actually from last week, but with...

Dear Clients and Friends, Given the treacherous ride that the US stock market endured recently, I considered writing a mid-week email....

Dear Clients and Friends, Folks, everyone knows that community support is one of the cornerstones of our corporate culture. However,...

Dear Clients and Friends, The effects, advantages, and disadvantages of tariffs in the global economy are relatively simple to...

Dear Clients & Friends, Try to stay awake for this weekend’s tax reading; it’s boring but important. First, we wanted to remind...

Dear Clients and Friends, Between visiting clients and paying minute-to-minute attention to the market this past week, all of us at...

Dear Clients and Friends, This is EXACTLY what we’ve been writing about recently. We believed that we were overdue for a temporary...