by | | Company News, Financial Planning
Financial Planning – Charitable Giving “The best way to find yourself is to lose yourself in the service of others.” – Mahatma Ghandi End of the year financial planning usually entails a conversation about income taxes and some degree of tax planning. Among the...
by | | Company Events, Formation, Foundation, Freedom, Market Commentary
Financial Markets: 4th Quarter 2015 Market Commentary 3rd Quarter Review Financial markets went on a roller coaster ride in the third quarter and so did people’s emotions. The S&P 500 had it’s worst quarterly return since the 3rd quarter of 2011. Domestic and...
by | | Company Events, Formation, Foundation, Freedom, Market Commentary
3rd Quarter 2015 Market Commentary 2nd Quarter Review Financial markets ended the second quarter of 2015 on a sour note. Despite negative news surrounding Greece, markets stayed in a tight range, then dipped at the end of the quarter leaving many portfolios in the...
by | | Company News, Financial Planning
Financial Planning – Sandwich Generation If you are a Baby Boomer or a Gen X’er, chances are you are feeling the squeeze between your kids and your parents/your grandparents. If it provides any comfort, you are not alone. It is estimated that there are 15 to 24...
