Tag Archives: taxes

Retirement Planning Lessons

A quick announcement: the Monday Morning Financial Market Review broadcast will be moving …

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President Obama’s Legacy, Part 4

For the last few weeks, we’ve been talking about President Obama’s legacy and …

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President Obama’s Legacy, Part 2

To be fair, former presidents and current Congress and Senate members have contributed …

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President Obama’s Legacy, Part 1

There are going to be consequences to President Obama’s legacy that will impact …

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Personal Finances: Some Reminders

Right now, Doug is having annual reviews with his clients, discussing personal finances …

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The Big Conversation

Those in power in Washington want to raise the debt ceiling without any …

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Three Things Every Investor Should Watch

There are three areas investors need to pay attention to: Liquidity Planning (retirement, …

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Overreach of Government

Before you worry about our title: Overreach of Government – this is not …

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Just One Action

If we were to sit down with your portfolio, we would help you …

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Healthy Wealth Strategies: Legacy

Strategies are very important to us and we think that every investor should …

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