Make Sure Your Smart Home is Safe from Cyber Attack

Whether you own a house or rent an apartment, building a smart home is easier than it has ever been. Homeowners and renters can purchase kits that integrate specific smart items or they can select smart home products, such as light bulbs, crockpots, coffee makers,...

Investment Risk Management

Risk Management Safeguarding Assets There are more financial advisors than ever before in the US.  The most important difference is whether they have an independent and unaffiliated custodian. We do. The investment advisor initiates transactions as part of its...

Okay, let’s all take a deep breath

It was a rough fourth quarter of 2018 for the markets. It seems like week after week, the major indexes – like the Dow and S&P 500 – get hammered by volatility. These days, just about every news website you can find is packed with breathless headlines about...

How Do You Celebrate the New Year?

From early Babylonians to present-day Americans, people have been celebrating the beginning of every New Year for almost four thousand years!1 Here are a few ways people celebrate the holiday in the United States:2 61 percent of American adults say a prayer on New...

2019 Tax & Financial Planning Guide

Keep up to date on what’s new for 2019. Check out our handy-dandy tax and financial guide! There were many tax changes made in the Tax Cuts and Jobs Act of 2017.  The House Committees and IRS have been navigating these changes for most of 2018.  Everyone will be...