Protecting Your Assets | Growing Your Wealth | Advising You For Life

Estate planning and asset protection are really nothing more than building and maintaining fences. A successful plan keeps the cows (assets) in and the wolves (creditors) out.

I've recently crossed the Southwest towards California, and one of my favorite parts of the trip was driving by the trains transporting goods to and from the West coast, a statement of the power of rail road transportation and our economy. As for investments, September brought record highs for large-cap U.S. stocks. Read more.

There can be big benefits to your family knowing your estate plan. But how to communicate to your heirs who gets what without spoiling the relationships with each of them?

The Trump administration recently imposed steep tariffs on several countries, including China. In retaliation, China imposed tariffs on American products. This isn't the first time the U.S. grapples with competitive tariffs, though. Learn more about our country's history of tariff conflicts and the current conflict's impact on our economy.