Searching for long term growth? You MUST keep participating in the stock market. US stocks have demonstrated the ability to provide 4.8% a year more than inflation, when inflation is above the median.

As part of our wealth management services for our clients, we review their previous year's tax returns and project future taxes to identify missed tax savings and tax planning strategies down the road.

There is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence of returns risk. And this risk could derail carefully thought out retirement plans.

As back to school season is upon us, let's dive into ways to save for your children's or grandchildren's education and explore ways to utilize state 529 plans.

Sometimes the best, most rigorously developed financial advice is so obvious, it’s become cliché. Yet, investors often abandon this advice when market turbulence rises. Why the disconnect? Let’s take a look at five of the most familiar financial adages, and why they’re often much easier said than done.