Archive for February 2018
February 2018 Update
Market corrections and the advice of an arborist
Over the past few days you have inevitably heard that the markets have declined in value. We would also likely believe that this message has likely been delivered to you in a way that highlights fear, and further impending doome andwhile ignoresing the fact that markets go through cycles and need corrections like this to…
Read MoreBeneficiary Conundrum
Most people do not realize the power of beneficiary designation: Your beneficiary designation may result in family members becoming disinherited, or the government may restrict the amount of funds designated to an 18-year-old heir. A few examples of what to consider when naming a beneficiary are detailed in this article. Avoid Naming Your Ex as…
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