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we can help with that

We Can Help You With That Too

Answering our clients’ financial questions is just part of our everyday service, but what do we mean by that? The…

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avoid paying taxes

Avoid Paying Taxes on Gains

Avoid Paying Taxes on Gains Do you, like many investors, have investment holdings that you’ve retained simply to avoid paying…

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Investor Beware

Investor Beware – Not all financial advisors are created equal.

Investor Beware – Not all financial advisors are created equal. Many financial professionals carry the title ‘advisor’ yet follow a…

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Charitable Giving

Charitable Giving Isn’t Just For Year-End

Although ‘Christmas in July’ is far catchier than ‘charitable giving in July,’ the theme is the same… …there’s no need…

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investment strategies

Critical Investment Strategies For Downside Protection

Successful investment strategies are less about capturing 100% of the market’s upside and more about missing the potholes. Avoid the…

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financial planning concerns

Women Face Unique Financial Planning Challenges

Women face numerous unique financial planning concerns. The Institute for Health Metrics and Evaluation reports that women will outlive their…

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Brad Newman

Tax Changes Just Part of the Larger Conversation

Tax Cuts and Jobs Act of 2017 Impact On Financial Health With the ink still wet on the freshly signed…

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saving for retirement guide

Savings For Retirement – Your No-Panic Guide For Those Late to the Game

Different stages of life have their unique challenges and distractions when saving for retirement. The typical issues for those most…

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fiduciary investment advice

Fiduciary Investment Advice Ethics DOL Ruling

The financial services industry has been turned upside-down by the passage of a Department of Labor (DOL) regulation that was…

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How does my advisor get paid

How Does My Financial Advisor Get Paid?

Let’s Talk Financial Advisor Compensation How does my financial advisor get paid – it’s become a regular topic of conversation…

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