YEAR-END CHECKLIST FOR CLIENTS FOR TAX SEASON 2018

To prepare for tax season, here are a few things you will need to keep in mind. Should any of these circumstances apply to you, please notify your advisor to discuss your account. Federal and State Voluntary Withholding – If you have had a change of address in 2017, you must notify your advisor by December 15, … Read More...

Investor Information for October 12, 2017

Dear Valued Investor: During the past several weeks, we’ve seen news headlines dominated by everything from extreme weather to heightened geopolitical risks, with speculation on policy changes in the U.S. an ongoing hot topic. With so many events competing for our attention, how do we know where to focus? As … Read More...

Our Final Four – “Susan On Money” for March 30, 2017

Hi Everyone,     To say that 2017 has been interesting thus far is an understatement. I have a feeling it's going to continue to be so I'm sharing our final four expectations for the balance of the year. Susan Growth We continue to expect a modest pickup in economic growth in … Read More...