News & Resources
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We offer big picture thinking with a small firm touch. Get insights into our approach with our latest news and financial, tax, and investment resources.
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First Quarter 2018 Market Review
Q1 2018 Market Review The attached report features world capital market performance and a timelin…
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Recent Market Volatility
February 2018 After a period of relative calm in the markets, in recent days the increase in vola…
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Year-End 2017 Market Review
The attached report features world capital market performance for the past year. It begins with a…
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To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?
Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no pa…
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Year-End Planning for Potential Tax Reform
As you have probably read, the Senate passed its own version of the “Tax Cuts and Jobs Act” early…
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Don’t Miss Open Enrollment
Each year, the Affordable Care Act—popularly known as Obamacare—creates a period when health insu…
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Third Quarter 2017 Market Review
3Q 2017 Market Review The attached report features world capital market performance and a timelin…
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Protecting Your Identity
As the recent Equifax data breach continues to unfold, below are items you can do to help&nb…
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Charitable gifting from your IRA
In late 2015, Congress made permanent a rule that allows certain individuals the ability to make …
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