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Bremain Turns into Brexit: Keep Calm and Carry On

Global stock markets and London Bookies had predicted a remain vote in the days leading up to the UK’s referendum on remaining in ...
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The Big Three: The Dollar, Oil, and the Fed

With a bumpy start to the year in stocks and a nice rally off the February 11 bottom, we are in and around the highs for the year ...
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How Much Is Enough to Leave Your Children - Marriage / First Home / First Business

For parents, there is no greater concern than protecting the health and happiness of their children. However, it can be hard to ...
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How Much Is Enough to Leave Your Children - The Apprenticeship Years

Taking care of your children when you’re gone is always at the top of any parent’s mind. In this post we’ll take a look at how to ...
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The Difference Between a 401(k) and 403(b) Qualified Retirement Plan

If you or your spouse have a career in education, you probably have been contributing to a 403(b) account, but do you know ...
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Which Documents Do I Need to Keep Forever?

In our over-connected and increasingly digital world everything seems to be moving online. While this is great to reduce paper ...
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To Frack or Not to Refrack: That is the Question

In this investment letter we provide an update on what is happening within the U.S. oil patch and its implications. When scanning ...
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Market Snapshot - Big Trouble in Little China...Maybe

Today, we get a reprieve from the last few days of selling pressure in stocks.  Overnight, China cut interest rates and reduced ...
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Do Stock Market Valuations Indicate Major Turning Points?

Many a market pundit has recently offered an opinion on stock valuations and most have ruled that the U.S. market is approaching ...
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