IRA Contribution Reminder

Tuesday, February 23, 2016| 1 Comment

Don’t forget to make your 2015 IRA contributions.  The cut-off date for 2015 contributions is April 15, 2016.  If you have not contributed to your IRA account, you still have time.  Contribution limits for Traditional IRA’s are simple.  For individuals under age 50 the maximum you can contribute is $5,500.   For individual’s over ageContinue Reading…

Estimated reading time: 3 minute(s)

In Investing Retirement Planning Wealth Management | | | | | |

February 8th market commentary

Monday, February 8, 2016| 1 Comment

After a couple weeks of stabilization, market volatility spiked again on Friday and is persisting again today. The weakest sector is technology and even the larger names are being hit due to global growth concerns. Defensive dividend paying stocks are holding up well including utilities which are actually up for the year. It seems toContinue Reading…

Estimated reading time: 4 minute(s)

In Investing Retirement Planning Wealth Management

January 21 Market Update

Thursday, January 21, 2016 | Leave a comment

After the writing of our Quarterly Market Overview on Monday the 11th, the market tried to find a near term bottom through Thursday when we got a bit of a relief rally. Then came Friday and the market opened extremely weak as oil fell below $30 a barrel.  There was some buying off the mid-dayContinue Reading…

Estimated reading time: 5 minute(s)

In Investing Retirement Planning Wealth Management | | | | | |

How To Avoid Taxes When Transferring IRA Wealth to Your Heirs

Monday, November 30, 2015| 1 Comment

Last month I was fortunate enough to be published for the 2nd time this year on Fortune.com.  Passing assets to heirs as tax-efficiently as possible is a real worry for many successful Americans.  There are a few little known, but very effective ways to keep more money “in the family”. Working with a skilled financialContinue Reading…

Estimated reading time: 2 minute(s)

In Investing LIfe Insurance Retirement Planning Uncategorized Wealth Management | | | | | | |

What’s trending in the market?

Monday, November 23, 2015 | Leave a comment

2015 has been a very wild ride for the average investor.  A few market indexes hit all-time highs earlier this year only to claw back all gains.  Since the beginning of the year we’ve had a wild seesaw ride.  We continue to actively to identify trends to make sure if there is a downward trendContinue Reading…

Estimated reading time: 12 minute(s)

In Investing Retirement Planning Wealth Management | | | | | | | | |
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