Supporting our favorite charities and worthy causes is important to all of us. However, many people don't know that by itemizing they can...

Are you looking for some year-end tax-saving strategies? Using these tax-saving strategies before this year's end can potentially reduce...

Matt and Bart bring decades of experience across different industry sectors. However, they were brought together with the same goal: to...

When we discuss our fees with clients, we like to demonstrate how our fee will pay for itself or at least save them a multiple of the...

I have always been passionate about the financial markets. Early in my career, I was fortunate to have a front-row seat to observe,...

If you’re an employee with significant wealth tied up in your company’s stock, you’re likely facing an internal struggle. Your stock has...

Are You Aware of the Di ff erences Between Exchange-Traded Funds (ETFs) and Mutual Funds? Should I invest in mutual funds or ETFs? Why...

Today’s financial planning landscape offers more flexibility and choices than ever before. Clients not only have various options for...

That’s me in the black T-shirt and Jimmy in the middle… Our journey took an unexpected turn on our second day of a sailboat charter...

Holistic Financial Planning Have you ever considered the security and peace of mind that holistic financial planning can provide? I have....

The Benefits of Employee Stock Purchase Plans From my experience in the financial markets, I have learned that the key strategy to build...