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COVID-19 has renewed the awareness of our mortality and our need for life insurance. However, currently, only about 52% of Americans carry life insurance and about half of those are underinsured by $200,000 or more. * Whether you are young or old, wealthy...

I am going to a wedding this fall. While the gift registry is full of wonderful ideas from honeymoon horse rides on the beach to couple’s massages, I am wondering if there is a more meaningful gift that I could give this young couple...

Depending on your view of risk, margin can either be the greatest tool in the world or something to be avoided at all costs. To understand margin better, let’s begin with the basics. In finance, buying on margin is borrowing from the brokerage firm...

A sudden change in wealth can be a good thing.  We all fantasize about winning the lottery, inheriting wealth from a long-lost relative, settling a lawsuit, or striking it rich with a start-up company.  However, as we know from tragic stories in the news, many...

We created this guide for both new and existing clients. It explains each section of our quarterly reports, defines commonly misunderstood terms, and highlights the sections we believe best illustrate your investment performance. We have created a sample report with hypothetical accounts and securities that...

In the changing and complex retirement landscape, the more common retirement vehicles are well known – IRA’s, 401(k), and 403(b) plans. However, there are lesser-known retirement vehicles that have some interesting features. If you work for a tax-exempt organization or are employed by...