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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Thursday, January 10, 2019

Tax time is almost here! January 28th is the date the IRS is giving for tax returns to begin being accepted. I wanted to provide some important updates, key dates and useful information for the 2018 tax season. For your tax forms...

 

Thursday, December 20, 2018

As done in the past when markets have been volatile, I am reaching out to discuss the causes and what the present outlook is. As you may know, in recent weeks, the gains in the markets for this year have been predominantly reversed....

 

Thursday, November 29, 2018

“Stay the course”. “Stick with the plan”. “We cannot control the market, so there is no sense in worrying about it”. You’ve likely heard me, or another investment professional, say...

 

Friday, October 12, 2018

Well, we knew it had to come eventually, right? We had to see a sharp downturn. Even though we knew it would happen, we are human, and thus it is in our nature to be concerned – even anxious. But, being we are all disciplined...

 

Friday, July 13, 2018

My first experience with peer-to-peer lending was about 10 years ago. I was reading an article about original issue discount (OID) and P2P lending was mentioned as a recent primary source. Side note: if you don't know, OID is treated...

 

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Tuesday, June 26, 2018

Late last month our third-party vendor, Morningstar*, upgraded our client web portal which many of you use. If you have logged in recently, you can see that it has a sleek new look with an interface that allows for quick and easy...

 

Wednesday, June 13, 2018

If you came by our office during tax season, you may have noticed a big change. During the months of September 2017 thru January 2018 we expanded our office to the entire top floor of our building. This included not only a lot of small...

 

Wednesday, February 7, 2018

Testing, testing, 1-2-3. We are posting this to make sure our blog feature is working.