Holiday Checklist
December 2015

Dear Clients and Friends,A little planning and taking all the deductions you can means more money in your pocket. This may seem like an onerous list, but you should be able to work through these items quickly, and the results will be well worth it.Your… Continue reading

Current Bull Market Correction
September 2015

October 1, 2015Dear Clients and Friends,Given the recent market turbulence, we thought our clients may appreciate some quick data points and perspectives on the recent market action and uptick in volatility. Executive Summary We view the recent volatility in global developed market equities as garden variety and… Continue reading

Is it better to own a boat than furniture? How much value does an advisor add?
July 2014

Dear Clients & Friends, Tax season is over and hopefully you can make some time for your personal finances.   It makes good sense to get a midyear update on your investments by making sure that you are properly diversified and your financial plan is in… Continue reading

Refinancing a Mortgage Has Gotten Easier
June 2014

Thought you couldn’t refinance? Think again.By Susan Carr-TempletonPosted on June 16, 2014 Mortgage lenders are finally beginning to soften the restrictions they had imposed on mortgage lending, whether it is buying a new home or refinancing an existing one. The standards by which you can qualify… Continue reading

Did you have a Tax Attack?
April 2014

Dear Clients & Friends,Did you have a Tax ATTACK?April 15 was startling for many when they got their tax bill. If you are a high earner or had a good year in the stock market, you probably saw a significant increase in your tax bill, thanks to… Continue reading