Investing

Planning for Life’s Transitions

Plan While You Can, Don’t React After the Fact You’ve devoted your life to building your business and caring for your family. You’re the leader of both. As you enter your late 50’s and 60’s, it’s time to think about a graceful transition to the next phase of your life. Time is our most precious […]

Use Your Tax Refund To Grow Your Nest Egg

According to the Internal Revenue Service, the average tax refund for 2015 was $3,120. It is forecasted that the average tax refund will be even higher for 2016.1 Continual increases in tax refund amounts indicates that many individuals are paying the government money that they could have benefited from throughout the year if their finances […]

Did You Know That Your Child Could Graduate from College Only to Discover That a Robot Has Filled Her Dream Job?

How can you prevent this from happening? Anticipate and act now. Reexamine the career plan you are designing with your child. As you help her determine a viable career path, factor in the acceleration of robotics.   Technology is devaluing education Automation and big data will affect jobs across industries for a wide range of […]

Make the Move

Now is an even better time to become our client. Charles Schwab & Co. Inc., (“Schwab”) with whom we custody our clients’ assets, has announced a limited-time trading promotion for new-to-Schwab clients. Eligible accounts opened by December 31, 2016 will receive commission-free equity and ETF trades for 12 months, so these trades we make as […]