News and Information Updates

A TOD Account Can Help Avoid Probate

Posted on August 15, 2019 · Posted in News

Setting up a TOD account can help avoid probate and consequently be a viable quick fix when a trust hasn’t… read more

Interest rates have dipped to a 3-year low

Interest Rates Have Dipped To A 3-Year Low

Posted on August 7, 2019 · Posted in Investment Advisory

With the recent drop in interest rates, many have considered to refinance their mortgage. We wanted to share some key points to consider when considering a refinance.

2nd Quarter 2019

Posted on July 11, 2019 · Posted in Newsletters

Timing Isn’t Everything In our recent discussions, some have asked whether it is time to “take some money off the… read more

1st Quarter 2019

Posted on April 25, 2019 · Posted in Newsletters

“Education to take your trading to the next level.  Only at TDAmeritrade.” – TV Commercial “Gut check and keep your… read more

4th Quarter 2018

Posted on March 8, 2019 · Posted in Newsletters

“…like it’s 1999” – Prince, September 24, 1982 With 2018 in the books, we reflect on a period of extended… read more


Resolutions for 2019

Posted on January 7, 2019 · Posted in Financial Planning

 Start with the Basics Create a Budget – Track your spending and use the information to establish a budget. Money… read more

3rd quarter

3rd Quarter 2018

Posted on November 7, 2018 · Posted in Newsletters

“Although it’s easy to forget sometimes, a share [of stock] is not a lottery ticket… it’s part-ownership of a business…”… read more

2nd quarter

2nd Quarter 2018

Posted on August 17, 2018 · Posted in Newsletters

Follow the money – All the President’s Men, 1974 The quote above was attributed to Mark Felt, the former associate… read more

1st quarter

1st Quarter 2018

Posted on April 26, 2018 · Posted in Newsletters

There is nothing permanent except change. – Heraclitus of Ephesus c. 535 – c. 475 BC The exact translation is… read more


Should I buy a rental property?

Posted on February 14, 2018 · Posted in Investment Advisory

Rental properties are very popular among people looking to build wealth.  Part of the attraction is the ability to see… read more