6 Tips To Avoid Scams This Tax Season ___________________________ As we get into the middle of the 2018 Tax-Filing Season, it is important to be alert so that you can protect your information, your assets and your peace of mind.
October, Oh My! . . . Goodbye . . .
October, Oh My! . . . Goodbye . . . October 2018 (Download as a PDF) Hello November! As the temperatures began to cool down in October, Stock Market Volatility began to heat up. To make matters seem worse, the
The Impact of Recession …
(Download PDF) August 2018 . . . and what you can do. I was recently asked about an oncoming recession and how it may impact my client’s portfolio. Since we are in the second longest economic expansion, this seems like
Quarterly Market Update: Q2 2018
(Download as PDF) Volatility may have the markets in a tempest, but no reason to jump ship yet. As of June 30, we have reached the halfway point of 2018 and it has certainly been a wild ride. Unlike the
A Reflection on 30 Years.
A Reflection on 30 Years. Contemplating a Milestone. (Download as PDF) WHAT IS A MILESTONE? We have all seen the Mile Markers along the highways as we have taken road trips. They help us determine how far we have gone,
Your Investments. Your Values.
Your Investments. Your Values. A Quick Dive Into Values-Based Investing (Download as PDF) WHAT IS VALUES-BASED INVESTING? Values-based investing aligns your investment portfolio with your personal values. Essentially, it is building investment portfolio that fits your personal beliefs, values and
The Impact of Inflation
The Impact of Inflation June 2018 (Download as PDF File) When the prices of goods and services increase over time, consumers can buy
3 Ways Investing is like Golf
3 Ways Investing is like Golf As many of you know, I enjoy going to the Colonial PGA Golf Tournament in Fort Worth every year. Some years I go for more days and watch it unfold. However, this year I
February 2018 – From The Heart
Valentine’s Day, National Heart Month and More! _____________________________ February is National Heart Month. It just so happens that Valentine’s Day (Feb 14th) also falls in February. So, in keeping with the “Heart-Based” theme, as well as continuing the theme of financial
Outlook 2018: Return of the Business Cycle
Dear Valued Investor: The recently released LPL Research Outlook 2018: Return of the Business Cycle publication contains the investment insights and market guidance for the year ahead. Traditional business cycle drivers are expected to take a larger role in spurring