Oct 14, 2014 | Accounting, Investments, News, Uncategorized, Wealth Management
Market Turmoil by H. Lee Wall, CPA/PFS, CFP Another tumultuous session occurred Monday, Columbus Day, as we saw a large drop in stocks. The stock exchange has been remarkably volatile for the past week with several 1% or more moves in the indices from day to...
Aug 14, 2014 | Accounting, Investments, News, Savings, Tips, Uncategorized, Wealth Management
Today’s parents and guardians face many options when planning for their child’s education. Thankfully, federal and state college savings options offer tax advantages and flexible investment choices to help families prepare for almost any outcome. Founding...