Jan 14, 2016 | Accounting, Investments, News, Savings, Uncategorized, Wealth Management
How the Budget Deal Changes Social Security By Emily Brandon – US News & World Report The Bipartisan Budget Act of 2015 makes significant changes to the Social Security program that impact the payments you will qualify for in retirement. The law eliminates several...
Sep 28, 2015 | Accounting, Investments, News, Wealth Management
via The Economist What slowing trade growth means for the world economy Sep 15th 2015, by M.G.J The global economy has stumbled from one pothole to the next in 2015. America’s economy slowed to a crawl during an icy first quarter. Then fears of a Greek exit from...
Aug 25, 2015 | Accounting, Investments, News, Savings, Uncategorized, Wealth Management
Have we been spoiled? The answer to this question is most definitely, YES! Historically, market corrections happen twice a year on average. We have not had a real market correction since 2009, so we have been due for this correction for some time. There have been...
Jun 12, 2015 | Accounting, Investments, News, Savings, Uncategorized, Wealth Management
We’d like to share another municipal bond market update from one of our bond managers, Tom Dalpiaz. Enjoy and, as always, feel free to contact us with any questions! MUNIS GET A BIT MESSY… BUT WILL THIS BE THE BEST ENTRY POINT IN 2015? Tom Dalpiaz, Managing...
May 8, 2015 | Accounting, Investments, News, Tips, Uncategorized, Wealth Management
We’d like to share with you a bond market update from one of our bond managers, Tom Dalpiaz, at Granite Springs Asset Management LLC. Please feel free to contact us if you have any questions! April Municipal Bond Review Time to Dip Your Toe in the Ocean...
Apr 30, 2015 | Accounting, Investments, News, Savings, Tips, Uncategorized, Wealth Management
One-third have almost no retirement savings via USA Today Many people are woefully unprepared financially for retirement, and they shouldn’t count on working longer to make up the difference, a new national survey reveals. Almost a third of workers (28%) say...