Jul 5, 2018July Economic UpdateMarket Summary At the half way mark for this year, the stock market experienced divergences between sectors with tech and oil rallying,...
Jun 12, 2018Legislative Updates - Summer 2018Tracking Legislation that May Impact Your Business, Estate, Retirement, or Wallet Recent Developments Tariffs on Imported Metals from...
Jun 6, 2018June Economic UpdateMarket Summary In May, the story remained much the same as the markets refused to break out of its trading range, where the highs were at...
May 16, 2018What are 72(t) Early IRA Distributions?Do you need to access your retirement money early? Maybe you just want to retire before you turn 60 and plan a lifelong income stream...
May 4, 2018May Economic UpdateMarket Summary The market last month once again moved within a now narrower range, but the S&P 500 managed to post a slight gain of...
Apr 6, 20182nd Annual FRIENDS FOR LIFE BREAKFASTA very big thank you to all who attended the Friends for Life Breakfast held at the Metropolitan Ballroom last Thursday! The mission of...
Apr 4, 2018April Economic UpdateMarch's Market Summary As anticipated, March proved to be a volatile month with wide-ranging and sideways markets retesting the recent...
Mar 4, 2018March Economic UpdateThe Markets in February Last month, we witnessed a market with large fluctuations as volatility returned on the heels of interest rate...