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Saving for College – 529 Plans

Published: September 17, 2019 We all want what is best for our children. At an early age, we teach them to eat the right foods, we place them in the best preschools, we encourage [...]

Will SECURE Act Be the End of Stretch IRAs?

Published Date: September 17, 2019 A recent article by attorney James Lange summarizes our thoughts regarding the likely passing of the SECURE Act, which currently sits in the Senate. We would like to share this [...]

10 Tips for Teaching Kids About Money

Published: September 17, 2019 Kids learn the basics in school – reading, writing and arithmetic. But schools avoid almost any instruction about money. If they do offer a class, it may be an elective [...]

Records Are Made To Be Broken

Published: September17, 2019 I hope you and your loved ones all had a safe and enjoyable 4th of July this week. We've all heard it said: "Records are made to be broken." We celebrate [...]

America, The Beautiful

Published: April 29, 2019 It's common practice for the president or CEO of a company to include a letter to shareholders in the annual report. Berkshire Hathaway's chairman and CEO, Warren Buffett, doesn't buck [...]

Defining A Recession

Published: April 4, 2019 Henry Wadsworth Longfellow's poem "The Midnight Ride of Paul Revere" retells the story of a patriot who shouts a harrowing warning to his fellow colonists, "A recession is coming! A [...]

A Bumpier 2018 and a Return to Normalcy

Published: January 1, 2019 I hope everyone had a wonderful holiday season. Whether you reached your personal goals in 2018, faced challenges, or are looking for a 2019 reboot, let's take a moment to [...]

Five Takeaways on October’s Rough Ride

Published: November 1, 2018 October has been a rough month for equities, but then again it’s historically been one of the most volatile periods of the year. “October is known for volatility, and we’ve [...]

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