Clients Must Depend On and Trust Their Financial Planners. If you climb into a Porsche or Corvette, you feel you could drive fast, and you just might do so.

With the newly passed tax reform bill, the Tax Cuts and Jobs Act (TCJA), now is the time to start thinking about how this will affect you so that you can plan ahead for the outcomes you will

I’ve been asked about Bitcoin a lot lately. I’ haven’t written anything about it because I find myself in an uncomfortable place in agreeing with the mainstream media: It’s a bubble.

 Financial guru Suze Orman believes women bring a different mindset to the fiscal table. She argues that there's a sharp difference in how men and women invest for the future.

3 Ways To Avoid Discouragement. If you’ve taken a look at the balance in your retirement savings lately and you’re feeling discouraged, you may not be alone.

Most of you have been smiling this year as your monthly statements have been boasting new all time high market values, growing income streams, and unusually high profit taking levels in

It's a widely-held misconception that those with good credit have a better grasp of managing their finances. In a recent consumer survey from Marcus by Goldman Sachs®*, 34 percent of

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