Questions about tax reform are on everyone’s minds recently, but there are even more important financial questions that you should be addressing. Mitchell Barr, Client Associate There’s a mistake many people make when approaching financial advice. They treat financial...
What I Learned About Family Loans from Watching Gilmore Girls Intra-Family Loans Can Serve as a Great Wealth Transfer Strategy Erin Itkoe, CFP®, CPA®/PFS, Director of Client Experience/Senior Wealth Counselor One of my all-time favorite TV shows is Gilmore Girls....
[vc_row][vc_column][vc_column_text responsive_align=”left”] New 2018 Medicare Surcharges Medicare Part B and D Premium Increases By Norm Miller, former Senior Wealth Manager at Versant Capital Management (retired) The end of the year, tax news was...
[vc_row][vc_column width=”2/3″ css=”.vc_custom_1498685691432{padding-top: 50px !important;}”][vc_column_text] Churchill and Orwell: The Fight for Freedom Churchill and Orwell: The Fight for Freedom is described as a dual biography of Churchill...
Loss aversion and our addiction to short term gratification Mitchell Barr, Client Associate The holidays are finally upon us and that can only mean one thing: It’s time to overindulge in all your favorite holiday dishes. Bring on the calorie bomb that has two sticks...
[vc_row][vc_column][vc_column_text responsive_align=”left”] Cryptocurrency/Blockchain Technologies as an Investment Why it’s a Speculative Market Tyler J. Scott, Research Analyst Extrinsic vs Intrinsic Value Current cryptocurrency valuations are fueled by...
