Insights into various financial topics are provided on our blog. Please bookmark this page for your reference.

  • February 19, 2016

    Consider an IRA Charitable Rollover

    If you want a tax break and want to help a non-profit, this may be a good move.
    View more
  • February 17, 2016

    Avoiding the Pain

    There’s no question that we experience emotional pain and anxiety when our portfolios are losing money due to market downturns. Behavioral scientists tell us that we feel losses twice as keenly as positive returns. Other than selling at the wrong time and locking in losses, how do we make these ...
    View more
  • February 11, 2016

    In-Kind Distributions from IRAs

    What you need to know about in-kind IRA distributions.
    View more
  • February 04, 2016

    Strong Dollar, Weak Profits

    Oil prices are getting all the blame for the recent U.S. stock market downturn, but it’s hard to see the connection when so many companies and consumers benefit from low energy costs. A better culprit is the strong dollar.
    View more
  • February 01, 2016

    The IRS Changes to 529 Plans

    Learn about the two new tax perks for these college savings vehicles.
    View more
  • January 15, 2016

    The Latest Shake-Up? What the Future Holds for the Global Market in 2016

    Global Impacts of Shifts in the Chinese Market – Fear or Fallacy? While globalization brings a host of benefits to us all on a daily basis, the far-reaching nature of its effects can often also deliver headache, drama, and panic, particularly at the financial and economic levels. For example, when China closed ...
    View more
  • January 15, 2016

    What’s In Store for 2016- Flat or Flourishing?

    What the Experts Predict for the Year Ahead, Following a Largely Disappointing 2015 With any New Year come a bevy of hopes and aspirations – as well as fears – as to what it will have in store for us, personally, professionally, and otherwise. This year, in particular, demonstrates these sentiments, ...
    View more