1st Quarter 2019 – Quarter Summary

1st Quarter 2019 – Quarter Summary April, 2019 On March 13, the unthinkable happened when social media giants Facebook and Instagram (owned by Facebook since 2012) were unavailable for more than 12 hours. While some were frustrated by the service outage, others were...

4th Quarter 2018 – Year End Summary

4th Quarter 2018 – Year End Summary January, 2019 Throughout 2018, volatility in the U.S. stock market caused some people to ask whether it was different this time. With breaking news regularly flashing across phones and TV screens, many found it difficult not to be...

2nd Quarter 2018 – End Summary

2nd Quarter 2018 – End Summary July 2018 The arrival of summer means the return of big-budget blockbusters to the local movie theater. If the box-office successes of an incredible family of superheroes and a kingdom ruled by Mesozoic-era dinosaurs are any...

IRA Contributions 2018

IRA Contributions 2018 March 15, 2018 You still have time to make IRA contributions Your 2018 Roth and Traditional IRA contribution limits are unchanged however the income limits did slightly adjust. I find that many people believe they are getting a late start to...

Trusts That Can Cover Your Assets

Trusts That Can Cover Your Assets August 22, 2017 I have found that majority of my clients do not believe they need a trust, even with a net worth exceeding $1M.  Why would you?  The current 2017 estate and gift tax exemption is $5.49M or $11M for married couples and...