A Neglected Tax-Saving Strategy: Qualified Charitable Distributions
There are two types of people who complain about paying taxes, men and women. We…
SFSFebruary 13, 2020
Election Years: Positively Volatile
It may turn out to be a typical election year. I expect stocks to be…
SFSFebruary 13, 2020
Climbing a Wall of Worry
Climbing a wall of worry is a common phrase in the investment world. The implication…
SFSFebruary 13, 2020
How Do You Stack Up?
It is no secret that Americans need to save more for retirement. The amount of…
SFSFebruary 13, 2020
Investing Is Not Like Buying A Refrigerator
Some people think that investing has been simplified so much that it is like buying…
SFSFebruary 13, 2020
The Congruity of the Annuity
Too often we have people come into our office after having just attended a free…
SFSDecember 9, 2019
Year-End Tax Strategies
We are closing in on the holiday season. Before you slip into the holiday mode,…
SFSDecember 9, 2019
Investment Truth
Just when you think you have things figured out, the world changes. As investors, we…
SFSDecember 9, 2019
Who Do You Trust?
We like to think of our families, particularly our children, as centered individuals who understand…
SFSDecember 9, 2019
Sharing Your Financial Stories With The Next Generation
We have the delightful opportunity to work with multi-generation clients. The difference in each generation…
SFSDecember 9, 2019