THE QUARTER IN BRIEF
The final quarter of 2017 was a great one for stocks: the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all posted 3-month gains of better than 6%. Read More
Merry Christmas to you, our clients and friends! Every year we look back and realize how blessed we are to have the clients we do and to do the work we do.
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Developments that affected the economy & the markets in the past month, click on the December Economic Update
As the old Christian hymn says, “Count your many blessings, name them one by one.”
What are you thankful for this year?!
Veterans Day is a time for remembrance, a reminder of the price so many men and women have paid for our precious freedom. It is also a time to admire the bravery and dedication of those who have served and those who continue to serve our country, and to be grateful for their selfless contributions.
Learn about giving strategies that can make a significant impact and reduce taxes! Read More
In the wake of the Equifax security breach we recommend clients consider freezing their credit to prevent hackers from opening credit accounts in your name. Please find below an article we posted two years ago with instructions on how to do it. Read More
