News & Resources – Articles 2018-11-29T18:24:53+00:00

Investor Solutions didn’t just happen. It’s been carefully constructed to provide our clients with what we believe will be the best possible investor experience.


Best Interest: Really?

In a party line 3-1 vote on Reg BI the SEC proved once again that the Broker-Dealer industry has the best government money can buy.  Champagne corks are popping up and down Wall Street. After all, intense industry lobbying and juicy political contributions paid off big time. They can continue to misrepresent their obligation to provide unbiased advice, call themselves [...]

By | June 13th, 2019|

Social Security Trust Tapped Out By 2035?

The Social Security Trust just estimated  that they will run out of funds by 2035. Fear not. They are not going to cut your payments. Let’s be clear. There is no trust fund. It’s an accounting gimmick. The Federal Government has been systematically diverting (stealing) your Social Security Taxes to the general revenue.  As they do that they simply increase [...]

By | April 22nd, 2019|

Factor Investing: Playing The Long Game

Factor investing offers patient investors the opportunity for substantial improvement over vanilla total market equity indexes. But, it requires the investor to play the long game. While it’s a big advancement over a vanilla total market investing strategy, it’s not going to track the more familiar indexes. Failure to understand what causes the tracking deviation causes behavior problems for many [...]

By | March 31st, 2019|

Generate Retirement Income With A Split Interest Charitable Trust

Here’s a little tax magic to augment your retirement income. This works for people with a highly appreciated asset that they would like to convert to a lifetime income and also down the road benefit a favorite charity: The split interest trust. We most often see this technique used with appreciated real estate, but it would work with any highly [...]

By | March 3rd, 2019|

Revocable Trusts In Estate Planning

No two families are alike or have the same concerns about their estate planning. But many common concerns can be addressed by properly drawn relatively simple trust provisions incorporated into a revocable trust. In real life this is only one tool of many to craft a proper estate plan. There are many ways to reach your goals for your family. [...]

By | February 25th, 2019|


For over 25 years, integrity and commitment have been the hallmark of our client relationships.