Things you can do before and in preparation for 2017. What financial, business, or life priorities do you need to address for 2017? Now...

The Year in Brief Investors will likely remember 2016 as a year of two momentous votes and one monetary policy decision. This year...

Emotion often drives our financial decisions, even when logic should. When we go to the grocery store, we seldom shop on logic alone. We...

Investors had plenty of news to absorb in September: the latest monetary policy statement from the Federal Reserve, the Wells Fargo...

Many individuals choose a Roth IRA over a Traditional IRA - and for good reason. The Roth IRA changed the whole retirement savings...

How do they differ and what are their agendas? Seemingly every presidential candidate offers a plan for tax reform. You can add Donald...

What does history tell us – and should we value it? As an investor, you know that past performance is no guarantee of future success....

On May 2, 2016, once again Puerto Rico defaulted on its debt. As it managed to negotiate with some of its creditors, its Government...

Every year, taxpayers leave money on the table. They don’t mean to, but as a result of oversight, they miss some great chances for...