By Matt Quinn, CFA®                                                 October 2018 We often get questions from clients about why the price of an investment looks to have declined significantly from ...

By Jennifer Schmitt, CFP®, CPA                   September 2018 Required Minimum Distributions (RMDs) are the minimum amounts taxpayers must begin withdrawing from their tax-deferred retirement ...

By Michael Babcock,  CFP®                            August 2018        When I was a teenager, my family went on a road trip that included a visit to the Grand Canyon. I don’t remember how ...

By Steve Wachs,  CFP®   “As the economic expansion continues, inflation fears are escalating. The Federal Reserve considers yet another interest rate increase to engineer a soft-landing. However, ...

By Roger A. Shake, CFP®, RLP®, CeFT®                         June 2018 Dr. Roger Landry is the author of Live Long, Die Short – A Guide To Authentic Health and Successful Aging. I’ve read ...