Planning your path to prosperity.
The GOP tax reform effort has crossed the first hurdle – passing the House. Now the Senate is working on their version before the final bill can be reconciled and voted on. There are a number of stark differences, but drawing from the similarities between the two versions, it’s not hard to “predict” what the […]
“What doesn’t kill you makes you stronger!“ The past week has no doubt been the most difficult in my life. My daughter, Ana, has yet to wake up, but is taking small steps of improvement. Yes, my life has certainly changed, and I mean it in a good way. While the accident was definitely horrifying, […]
Changes happen every day in our lives. Most of them are good, some of them not, a few of them can even wreak havoc. On October 18, lives at the Wakefield family, and Summa Global, came to a standstill. It all began that morning when a portion of highway in the Clackamas county was closed […]
An activist investor is an individual or group that purchases large numbers of a public company’s shares and/or tries to obtain seats on the company’s board with the goal of effecting a major change in the company, according to Investopedia. In the case of Trian Partners’ Nelson Peltz, his desire to gain a seat on […]
One of our most important responsibilities to our clients is providing guidance when it is needed the most. When the unthinkable but inevitable happens, be it sudden or expected, all of our logical senses do not make any sense at all. During these times, it is often difficult to make decisions and to know what […]
Important to everyone, especially graduates entering the workforce full time, to know who is getting a slice of your paycheck. Knowing this will help you stay within your means and form a good budgeting habit. Check out the graph below for a visual representation of where your money is spent – from your paycheck to […]
The ABLE Act (an acronym for Achieving a Better Life Experience) was passed in 2014 to help individuals with disabilities and their families better deal with the expenses that are an essential part of daily living, without negatively affecting their eligibility for public assistance. Many states have since created programs to benefit these folks, which are […]
2016 was certainly full of drama. We began the year with a volatile start to the stock market and concluded it with a post-election, year-end rally. We saw one of the most contentious elections in the U.S. We said goodbye to some well-known entertainers. Internationally, the British voted to leave the European Union and that […]
Many of us joked about moving to Canada if Mr. Trump won the presidential election, which he did this week. Subsequently, the Canadian immigration website was overwhelmed with traffic and crashed shortly after the election result was announced. Whether there will be an exodus of Americans remains to be seen, and those seriously thinking about […]
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