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A Quick Overview of The Tax Cuts and Jobs Act Thumbnail

A Quick Overview of The Tax Cuts and Jobs Act

The last couple months have been full of colorful media commentary and speculation about the GOP tax reform. We now have clarity; Well, as much clarity as can be expected from a 1,000 plus page piece of legislation.

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The Buzz of Bitcoin Thumbnail

The Buzz of Bitcoin

If you have paid any attention to the media and news outlets recently, you have likely heard of Bitcoin. Like the popular “toy of the season” every kid wants for Christmas, Bitcoin has become the new investment craze.

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How To Make The Most Out Of Your Retirement Accounts Thumbnail

How To Make The Most Out Of Your Retirement Accounts

Do – Diversify your portfolio. This may sound cliché but it is vitally important. Diversification acts as an insulator against the ups and downs of the market. If you own too much in any one company, economic sector, asset type, or country you are unnecessarily exposing yourself to additional risk. True diversification is when you ...

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Tips On Hiring A Financial Advisor Thumbnail

Tips On Hiring A Financial Advisor

With a growing number of individuals referring to themselves as financial advisers it’s no surprise why investors are facing challenges around finding the right financial professional to partner with. As a financial adviser, I understand it can be confusing for investors to distinguish between different types of financial advisers, their licenses, credentials and the services they provide

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Roth IRAs Thumbnail

Roth IRAs

As a financial advisor, I have the benefit of seeing retirement from several different perspectives. After working with many clients that are in or nearing retirement, I have had the pleasure of seeing the planning strategies and tools that have had the most benefit for retirees.

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