The US economy and broad market showed modest gains during the year, although investor discipline was tested by news of a global economic slowdown, rising market volatility in China and emerging markets, falling oil and commodities prices, and higher US interest rates. The S&P 500 Index logged a 1.38% total return. The returns across US [...]

You can't tune into the news today without hearing about Greece and the global uncertainty driven by the long-looming Greek debt crisis. If you’d like to understand the key reasons involved in this economic impasse, The New York Times has been running “Greece’s Debt Crisis Explained,” updating it regularly as events unfold. If you’d like [...]

Today, May 29, 2015, is 529 National College Savings Day! Created as part of the Small Business Job Protection Act of 1996 and sponsored by each state, 529 plans encourage saving for college. Investments into 529 plans grow tax deferred. And, as long as the funds are used for qualified education expenses, distributions are tax [...]

It was headline news when the Supreme Court struck down the federal Defense of Marriage Act (DOMA) in late June, and the ruling has numerous practical financial implications for same-sex married couples and their family wealth. Let’s explore some of the ways same-sex married clients can maximize the many new financial benefits now available to [...]

We're passionate about the process of developing financial plans for long term investors. The secret to doing well in the market is not in buying fad stocks or over-hyped investment products, it's about developing a long term financial plan and sticking to it. That's why we are a little frustrated to hear about the federal [...]

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