Investment Basics: Avoiding Inheritance Conflicts April 16, 2018

"Mom always liked you best" was Tommy Smothers' signature line on the old Smothers Brothers Comedy Hour.

The Return of Yield: Interest Rates and Your Portfolio April 16, 2018

It took a while to get here but we are finally in a rising interest rate environment. Not only have short-term interest rates risen, but longer-term rates have risen as well.

How to Protect Your Portfolio From Trade Wars April 9, 2018

Trade tensions with China are adding more uncertainty and volatility to financial markets. Our primary defense? Diversification, as we continue to focus on fundamentals and valuation.

Investment Basics: Tax Strategies for Retirees April 9, 2018

Managing taxes for maximum benefit in retirement requires careful planning. You'll need to consider the tax implications of different investments