Insightful Content

If asked on New Year’s Day 2015, what factors would be determining the direction and volatility of the U.S. markets
Economics
  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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