This is a reminder to all of you who may have not done your IRA for 2016, or have not funded it to its fullest extent. The limits for 2016 are a maximum of $5500 for those of you below the age of 50, and $6500 for those of you above the age of 50.…Read more
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Disclaimer: This client memo is to report on the progress of the markets and the effects of the election. It is no way to mean or opinionate anything political. It's been less than two weeks since the inauguration, and we are seeing many changes due to the new administration, world opinion and market reaction. The…Read more
For all of us, the feelings surrounding January are as varied as the people experiencing it. For some, it's a depressing feeling that the holidays are over: for some, it's a great joy the holidays are over. From a psychological standpoint, I find it forever wondrous trying to discover how the human mind works…with little…Read more
I've often said, each time I meet with a new person or couple, it's a new experience for me. I never know the questions I am going to be asked, not the issues, both positive and negative that I am asked to remedy. With wealth comes responsibility, and the definition of wealth is as different…Read more
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