BlogFinancial PlanningTax Planning Understanding the Proposed Regulations for FLPs and Family Businesses September 5, 2016If you’re a family business owner or you created a family limited partnership (FLP), you…
BlogInvesting Demystifying Standard Deviation August 22, 2016Pop quiz: Investment X and Investment Y have each returned 10% over the last 5…
BlogFinancial PlanningWealth Transitions Basics of Property Ownership August 8, 2016The way in which you hold title to your assets can have a major impact…
BlogEstate Planning What is a Revocable Trust? August 5, 2016A Revocable Trust – sometimes referred to as a “Living Trust” – is a lifetime…
BlogEstate Planning The Basics of Estate Planning August 5, 2016Lifetime and testamentary planning Contrary to popular belief, estate planning typically involves more than just…
BlogInvesting Should you own bonds in this low interest rate environment? July 22, 2016Recently there have been a multitude of articles concerning how low interest rates are going…
BlogFinancial PlanningInvestingTrending Topics John Oliver & The Fiduciary Standard June 15, 2016In his most recent episode, John Oliver did a great job uncovering several issues that plan…
BlogFinancial PlanningWealth Transitions Planning Considerations for Millennials April 26, 2016Below, I explore some common planning considerations and issues that I encounter on a regular…
BlogInvesting Alternatives & Individual Investors April 21, 2016Alternatives are often a source of confusion for our clients and the investing public, and…
BlogBehavioral FinanceFinancial PlanningInvesting Our Habits Matter January 19, 2016My five month old daughter is just beginning to understand the concept of cause and…
