Insights

Many of our clients have recently received annual notices of property tax assessments on their homes, and those assessments are […]

The first quarter tested the resilience of financial markets. Numerous economic and geopolitical issues are weighing on investors’ confidence about

Retirees receiving Social Security benefits are seeing a significant increase in their January checks. 70 million Americans are getting a

The pandemic and government stimulus has been good for states revenue. States collect revenue primarily from sales, income and real

The smooth road stocks have been traveling on has recently gotten a lot bumpier. Several issues have surfaced almost simultaneously

We are long-term, goal-oriented, plan-focused investors. We believe that the key to financial success is to continuously act on a

The Federal Reserve started its reduction of new bond purchases in November. The process, known as “tapering”, is expected to

Three years ago this month we wrote our first Par 3 email. The very first article reported that the US

New rules are being proposed by the US House that could impact IRA and Roth IRA owners. In what appears

On Monday, October 4th US stocks finished the day down by more than one percent. The market was officially off