Why You Should Consider Investing In Municipal Bonds
Not only do you get tax-free returns from municipal bonds, but you also get to watch your community grow and improve!
Inflation Is Here, Now What Do We Do About It?
The US inflation rate has been skyrocketing and currently is over 7%.This means that while the amount of money you have stays the same, everyday items increase in cost.
Why Non-Profits Should Work With A Fiduciary Asset Manager
Directors of non-profits can increase capital and free time if they work with a quality fiduciary asset manager.
The Three Main Reasons Clients Leave Their Financial Advisors
If your advisor doesn’t understand your financial goals, you need a new financial advisor.
The Truth About Fiduciaries
I sure hope you trust your financial planner! Trust is a critical component to any meaningful relationship.
How to Resolve Finances After a Family Death
After helping many clients to complete this process, I compiled this list of ideas and common problems to help during this trying time.
Managing Accounts for Tax Efficiency
by understanding the tax rules and using some discipline in your investment strategies, you likely can reduce your tax burden.
What are the Two Best Days of a Boat Owner’s Life?
The reality of RV and boat ownership is not always so glamorous.
Meatless Burgers Are on the Rise
Plant-based meat alternatives are on the rise and there are plenty of signs to prove it.
The Unlikely Story of How I Became an STRS Specialist
Life has a funny way of taking us to places we never planned to go or even knew existed.