Stocks Surge Amid Tariff War
For the past year, the press has been inundated with news regarding Trump’s trade war with China. U.S tariffs against Chinese imports has caused the...
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ETF Tax Advantages
One of the primary purposes of financial planning is to maximize wealth through income by minimizing tax payments. By utilizing tax-efficient investment alternatives, financial planners...
Lessons from The Oracle of Omaha
As many know, Warren Buffett, deemed The Oracle of Omaha, released his 2019 annual letter to shareholders. Being one of the greatest investors in this...
3 things you need to know about filing taxes
It is that time of year again; the tax return deadline is imminent. The months of March and April often strike apprehension into many who...
Want vs. need: battle for your wallet
In the world today, it is so easy to get caught up with buying the newest iPhone that comes out, going impulse shopping online by...
Financial planning checklist for young families
Maybe you’re in your mid-twenties, planning to get married and to start a family. But wait, there are so many things to consider, especially around...
Spooky Territory for investors
Spooky Territory for Investors As we approach Halloween the stock market is in spooky territory, as the Nasdaq and S&P are close to giving back...
The Democrats are coming for the House: What it means
The mid-term election is coming in a little over two months and according to an article recently the Democrats have a 75% chance of gaining control...
Investing the right way: how to win a loser’s game
When it comes to planning and securing your financial future, investing is a critical step you need to take. The question is not whether you...
Robo advisors becoming the new norm in wealth management
The old days of private wealth management may be coming to a close. That’s not to say wealth management is fading away, no instead it...