Blog & News

Hear from our team of highly skilled industry veterans about current market news and trends.

  • Tax Talk: What You Should Know about the Current Tax Proposal

    Whether by passing new legislation or allowing old rules to expire, the first three administrations of the 20th century instituted some form of tax rate change—and the current administration is looking to be the fourth. As an investor responsible for your wealth’s future, you should always be aware of potential changes in taxation laws. As financial advisors (and I happen to also be...

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  • 10 Projects to Help You Live in Your Home Forever

    In response to demands from baby boomers, aging-in-place improvements that help seniors stay safely in their homes are more stylish and functional than before. Think of a curved and tiled shower soap dish that also serves as a grab bar. Or a decorative kitchen cabinet pulls with a wider loop for arthritic hands. More forward-looking homeowners are including aging-in-place features in home renov...

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