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While Russia tries to bluff its way out of a bad hand, the rest of the world is watching which way the chips fall in China. Sooner or later everyone has to show their cards, and already we are beginning to see who is going to cash in and who will be pushed out of the game. Read More

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  • March 7, 2014

An estate plan can and should be more than a bunch of legal documents. It’s your final chance to add a personal touch, and that touch can enhance both the plan and your legacy. Read More

Russia is back in the news this week, but for all the wrong reasons.  The rest of the world should not catch a cold when Russia sneezes, so this week's market weakness may provide an opportunity to pick up some of our current portfolio recommendations at good prices. Read More

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  • February 27, 2014

Traditional estate plans don’t work well for many families these days. Unconventional families need different plans, tools, and strategies to accomplish their goals. Read More

A lot of quarterly earnings reports and other news over the past month for the companies in our Investment Portfolio; here are the highlights:Shares of Apple, Inc. (NSDQ: AAPL) got slammed after reporting slightly better than expected earnings figures in late January, but investors panicked over weaker than anticipated… Read More

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