A TOD Account Can Help Avoid Probate
Setting up a TOD account can help avoid probate and consequently be a viable quick fix when a trust hasn’t… read more
Independent Registered Investment Advisor (RIA)
News and Information Updates
Interest Rates Have Dipped To A 3-Year Low
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
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
“Education to take your trading to the next level. Only at TDAmeritrade.” – TV Commercial “Gut check and keep your… read more
4th Quarter 2018
“…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
Start with the Basics Create a Budget – Track your spending and use the information to establish a budget. Money… read more
3rd Quarter 2018
“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 2018
Follow the money – All the President’s Men, 1974 The quote above was attributed to Mark Felt, the former associate… read more
1st Quarter 2018
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?
Rental properties are very popular among people looking to build wealth. Part of the attraction is the ability to see… read more
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