Recently Schwab has expanded their banking offerings to advisory clients and we wanted to let you know what they have available. Simplicity and convenience are paramount to most people in choosing a bank, and having your bank connected to your investment account could make things easier for you. It might even save you some money.
You may have heard the term “alternative investments” and wondered what it means exactly. Or perhaps you have heard that as your portfolio reaches a certain threshold you should incorporate alternative investments to enhance your return or diversify your risk. In this post we are going to share some background information on alternative investments and our views about when they should be included in a portfolio.
The best habits are the ones you can stick with. In January 2025, I made a phone call to a personal trainer at my local gym. I said, “I know…
Should you open Trump accounts for your children? The One Big Beautiful Bill Act of 2025 established a new type of account for children: the Trump account. Parents can opt…
If they haven’t already, your tax preparer will soon send you a copy of your tax return to sign for e-filing. They probably include something for you to sign saying…
April 15, 2026 is the last day to make your 2025 Contributions to IRAs, Roth IRAs and HSAs The tax filing deadline is quickly approaching, and with it the deadline…
Preparing for Tax Season Tax season is upon us and one of the most common questions we get from clients this time of year is “What tax documents should I…
We are honored to be celebrating our tenth anniversary of serving clients with Financial Planning and Investment Management. It has been a very rewarding journey as we work together as…
Turkey Day has come and gone. We hope you and your family enjoyed good food, time together, football games, and maybe some early holiday shopping. We are moving now into…
Many of our clients list education as a priority for their family, and most have plans to help their children and even grandchildren pay for college. In this article we…
