Insightful Content

If asked on New Year’s Day 2015, what factors would be determining the direction and volatility of the U.S. markets
  Many clients have seen an article published online[1] which suggests the Dow Jones Index, a common measure for the
Economics, Portfolio Monitoring
There are three guarantees in life…..death, taxes….and caring for the elderly. The ‘long-term care insurance’ discussion is being avoided by
Estate Planning, Insurance
  What are Virginia Conservation Tax Credits? The state of Virginia provides a tax incentive for the owners of undeveloped
Tax-aware Investing
“Would the Target Date funds offered by my employer be a sufficient alternative to active asset allocation?” This is a
Asset Allocation, Capital Needs Analysis, Retirement Income

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