Relationships: Inflation and the Fed

When the economy heats up, inflation rises. The Fed will step in and raise rates in an effort to decrease borrowing and increase savings to slow things down a bit. We are in an environment that is tempered with gradual adjustments and one that should allow modest growth with no real threat visible. It is my opinion … Read More...

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...