On October 30th we held our first Client Advisory Board meeting. This group agreed to commit their time on an ongoing basis to tell us how we are doing and what they think we should do to improve the experience for all clients. While this was our initial meeting, we expect members of the board to change over time.
It seems that not a day goes by without a Tweet from our Commander in Chief that catches some people off guard. It’s a strategy, and its one that President Trump has consistently used. Even though he’s long relished making people guess, many people find him unpredictable. The fact is, his unpredictability is predictable.
On September 5th Secretary of State Menuchin announced that the US and China will conduct trade talks. With that announcement, the Dow Jones Industrial Average rose almost 400 points or about 2% in one day. Such daily market movements are seeming to become routine. But it isn’t making investors feel good.
If you are a few years out of college (or your son or daughter is) and have a job, you’re finally in a position to start making a lot of financial decisions.
Once you have celebrated your independence, it’s time to get down to business for your future. And the time is now when it comes to making smart financial decisions. First up…
If you are like most people, you don’t spend much time thinking about your own demise. But when you die, someone is going to have to take care of your affairs. If you have a will and other estate planning documents in place, you’ll be leaving a wonderful gift behind because you’ll be simplifying what can be a lengthy and often complex process.