Its effect is subtle, yet significant. Even mild inflation eventually reduces the value of a dollar. If consumer prices rise just 2% a year for the next 25 years, $50,000 …
What is the Opportunity Cost of Achieving a Goal?
With the stock market hitting all-time highs on a what seems like a daily basis, now is the time to review heavily appreciated and concentrated stock holdings. What is intent …
Service Specialist or Advisor?
With the Department of Labor’s proposed changes, a lot of firms have changed the way that they do business. This is in theory is a good thing, as financial advisors …
What are you crossing off your bucket list?
A river cruise in Europe. RVing the lower 48 states. Scuba diving in Bali. Spending the night on the ice in Antarctica. Yes, that Antarctica. I have a client …