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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Monday, December 5, 2022

In late October, the IRS announced that it is increasing contribution limits to retirement savings accounts in 2023. The changes, like many you are seeing, are a direct result of months of high inflation and financial uncertainty, some...

 

Monday, November 28, 2022

The year is almost over, and it has certainly been a bumpy one for the financial markets and our economy. As financial professionals, we work with families to design investment strategies that help them pursue their goals for education...

 

Monday, November 14, 2022

Key points:Over the past five years, affluent Americans increased their donations to charity by 48%.1Understand various strategies to help you maximize the impact of your charitable donations and your income tax savings.To qualify for...

 

Wednesday, November 2, 2022

Key points:One of the biggest components of the Inflation Reduction Act is the changes to healthcare costs and coverage. The Inflation Reduction Act requires all pharmaceutical companies to rebate Medicare participants for the...

 

Monday, October 24, 2022

If you haven’t heard much about ESG investing, you will. ESG has gone from a niche investment philosophy to a mainstream investment tenant. At the same time, it has gained the attention of corporations, politicians, regulators,...

 

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Wednesday, October 12, 2022

Over 50% of consumers have fallen victim to a cybercrime, with a third of those attacks taking place in the past year alone. So there are 263 million American consumers. 131.5 million have been hit by cybercrime, with 44 million...

 

Tuesday, October 11, 2022

Most people are used to having a percentage of their paycheck withheld for Social Security. The withholding rate in 2022 stands at 6.2% for individuals and another 6.2% for their employers, for a total of 12.4% per person.1 But...

 

Thursday, March 12, 2015

Link to; CIMA® Article from Personal Dividends Website.

 

Monday, March 9, 2015

Article Authored by Chad WhiteSo after being a financial advisor for so many years and being out of school for so long, why would I go through the torture and hard work to achieve the CIMA® (Certified Investment Management Analyst)...

 

Thursday, February 26, 2015

An article authored by Chad WhiteWith more and more baby boomers retiring each year with money invested in their company savings plan, this question of what to do with my 401(k) has never held the importance which it does today. In...

 

Wednesday, May 14, 2014

Click here for article

 

Thursday, January 2, 2014

Chronicles of You and You and You…Facebook, YouTube, Twitter, Instagram, Google+, LinkedIn, Pinterest, Tumblr, and other social media websites have changed the way we communicate, learn, and behave. Each option has its proponents and...