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Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Thursday, April 6, 2017

Stocks Up, More Data In Weekly Update – April 3, 2017 With the first quarter of 2017 now behind us, we have seen the three major indexes all gain more than 4.5% so far this year.[i] In fact, the NASDAQ just experienced its best...

 

Tuesday, May 24, 2016

Retiring early. It has a nice ring to it doesn't it? Unfortunately it's not a simple task. In fact, nearly one third of all working adults report having no savings or pension according to a recent Fed study. For the folks that do have...

 

Thursday, December 11, 2014

Submitted by Freeman Heyne on December 11th, 2014 Who doesn’t like options? We love them when buying a car, and we expect them when ordering lunch off a fast-food menu. When buying life insurance, however, too many options can not only...

 

Thursday, December 11, 2014

Submitted by Freeman Heyne on December 11th, 2014 For many Americans, building true wealth might seem elusive, even illusory considering that many people, who very recently were sitting on six and seven figure 401k plans and home...

 

Thursday, December 11, 2014

Submitted by Freeman Heyne on December 11th, 2014 It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax deductible?” And the answer is an...