December was a bad month for stocks. There’s no way to sugarcoat it. However, long-term investors recognize the need for…
The future of wealth management. We started our rankings initially in 2001, spotlighting the best-of-the-best advisors. In 2017 we started…
The Library
That Sure Felt like a BEAR! When I first entered this business back in 1996, one of the first bits…
The U.S. Constitution and its amendments has 7,591 words, the Bible about 800,000 words, and the U.S. Tax Code has…
After closing the book on the 3rd quarter, the markets have begun to look ahead to what 2019 will hold, and…
September 2008 – The Month I Will Never Forget! Part 6 – “Lessons Learned” By Keith Albritton Whether you read…
The following is an archive of a series of 5 notes Keith shared with clients during the month of September…
In many year-end reviews last December, we discussed with several clients that while we did not know when it would occur, a correction was likely,…
After being signed into law by President Trump last week, Tax Reform is now a reality. As a result, we…
As we begin to close the book on 2017, and start to peer into the looking glass to see what…
It is amazing that at the time of this writing we find ourselves already into the 11th month of 2017.
The Equifax hack has necessarily put Cyber Security on the top of everyone’s minds.
Without fail, it seems that several times a year an event or region captures the attention of the world.