2019 Summer Newsletter
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Use the Right Tools, Don’t Paint with Hammers
Money is what many would say is “the root of all evil.” It is a common belief that has persisted ever since it was mis- quoted from The Bible. I have often heard my friends and acquaintances say it while expressing a half-developed philosophy to which the solution to all the world’s problems lie in getting rid of money. Under …
An Exciting Announcement about 401(k) Management
For many years we have helped our clients manage their workplace retirement investments as best we can during their working years. Of course, a primary service we provide to clients is managing their non-workplace investment accounts. Once a client retires or changes jobs, they often take advantage of our services and expertise by rolling over their 401(k) into an IRA …
It’s Morning in America, The Best is Yet to Come!
Lately, the American people have been inundated with bad news, some of it disturbingly graphic and heart-breaking. A sampling of national network news broadcasts over the past six months reveal repetitive stories that depress and discourage; sometimes legitimate and other times exaggerated and inflated for shock and entertainment affect. We see a steady stream of negative stories about gun violence, …