Couple, wine

Fiduci-what? Who Are Fiduciaries? Plus Five Basic Principles of Fiduciary Duty

This post isn’t directed as something that the average person is probably interested in. It is truly intended for business owners and fiduciaries of retirement plans. If that is you (or you happen to be abnormally interested), read on. If it’s not you (and you aren’t abnormally interested), please pass this on to someone who…

Basketball ball, basketball hoop.

Madness in March

  It’s that time of year again – MARCH MADNESS! Those who know me well, know that I absolutely love this time of year. The culmination of the basketball season is, for those good enough, an invitation to participate in perhaps the ultimate tournament showcase. It only happens once a year and seems to captivate…

Tax, implications

La Mort Et Les Impots

La Mort Et Les Impots Benjamin Franklin once wrote: “Notre constitution nouvelle est actuellement établie, tout paraît nous prome promettre qu’elle sera durable; mais, dans ce monde, il n’y a rien d’assure que la mort et les impôts.” I never knew he didn’t actually say it. He wrote it to French scientist Jean-Baptise Leroy in 1789…

ipad, stock chart.

Market Chaos and Your Portfolio

Market Chaos and Your Portfolio Holy Volatility! It has definitely been a rocky week since our last blog post. Since that time, we’ve seen: Friday – 02/02/2018 – DJIA Plunged 666 points (2.5%) Monday – 02/05/2018 – DJIA Plunges 1597 points before “recovering” to close down 1175 points (4.6%) Tuesday – 02/06/2018 – DJIA Futures Plunged 1,000 Points…

A plate of food with the words complimentary dinner presentation on it.

FREE DINNER!!!

Free Dinner Seminar & Complimentary Dinner PresentationSecrets Revealed It appears that it’s that time of the quarter again. If you haven’t received it in the mail yet, there’s a good chance you will soon. It’s an almost too-good-to-be-true offer: FREE GOURMET DINNER! You read that right – free dinner. Not just any dinner. A gourmet…