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Financial Advice

31 05, 2017

Credit Double Threat on the Horizon

By |2020-04-27T17:19:30+00:00May 31st, 2017|Economics, Financial Planning|Comments Off on Credit Double Threat on the Horizon

Recently, the WSJ reported on two positive credit trends in the US Economy. Individually, these trends are very positive for a growing economy, however, in combination, they could potentially be the foundation for another credit bubble way down the road. Credit scores for US consumers hit record levels last month [...]

7 02, 2017

Charitable Moves You can Make with Your IRA

By |2020-04-27T17:19:30+00:00February 7th, 2017|Financial Planning, Tax Management|Comments Off on Charitable Moves You can Make with Your IRA

The IRA has long been viewed by the investment community as one of the best vehicles for saving for your own retirement, hence the name, Individual Retirement Account (IRA). What most people don’t know is that you can make charitable donations directly from your IRA and that it may reduce [...]

21 09, 2016

Seasons Change and Change is Exciting. What has happened in 2016

By |2020-04-27T17:19:49+00:00September 21st, 2016|Economics, Investing|Comments Off on Seasons Change and Change is Exciting. What has happened in 2016

As we move into Fall, I wanted to take a little time to reflect on what has happened in 2016. It is truly hard to believe that it is almost October already and Fall is right around the corner. It has been a dynamic year so far in so many [...]

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