[vc_row][vc_column][vc_column_text] MONTHLY MARKET REPORT: SEPTEMBER 2018 Energy edges higher as oil prices rise; interest rate risk hits portfolios Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column...
Celebrities, they’re just like us Aretha Franklin’s common estate planning mistake A few weeks ago, the world experienced the passing of Aretha Franklin, a music icon. Within days of her death, it was reported that she left no will and none of her assets were held in...
More good than bad Long-term planning and investing James Taylor CFP®, Wealth Counselor I was driving in the car the other day with my six-year-old daughter Josalyn when she said to me, “Daddy, are there more good people in the world than bad?” I said, “Yes, of...
[vc_row][vc_column][vc_column_text] MONTHLY MARKET REPORT: AUGUST 2018 Cash a viable investment option; U.S. real estate climbing Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column...
[vc_row][vc_column][vc_column_text responsive_align=”left”] U.S. Treasury Department/IRS Propose Regulations on State and Local Government Tax Credits; Arizona Tax Credit Programs Impacted The U.S. Treasury Department and the Internal Revenue...
