Setting up a Trust Fund for a Minor
When choosing a retirement account, all the available options can make choosing a retirement account a daunting task.
The Trend Is Your Friend
Investment management in the time of COVID-19, government interference, and low interest rates. Keep an eye on the trends.
Who Will Make Health Care Decisions When You Can’t?
Key documents to ensure your health care decisions will be followed.
A Beneficial New Year’s Resolution
Some resolutions are hard to accomplish. This one is easy – but very important, especially with the passage of the SECURE Act.
Final Edition – Bob’s Market Observations
For your sake, I have decided to wrap up with a single reminder I regularly direct at myself.
Where There’s a Will…
What do Aretha Franklin, President Abraham Lincoln and Prince have in common? Find out.
Don’t Judge A Book (Or A Nursing Home) By Its Cover
Selecting an assisted living facility for a parent or grandparent is not an easy job. Understand a few key components to ensure quality care and happiness for your loved ones.
The Fiduciary Rule: What It Means For You
We have served our clients with a fiduciary duty since our founding in 1981.
Is Fiscal Discipline Extinct?
Does anyone care about government spending and debt? And who will pay the bill?
Why Establish a Trust?
In this article, Jean Kates shares her perspective, as a rancher’s daughter, on why establishing a trust is so important.