Weekly Update: May 15th

Dear Friends, The federal debt limit is once again in the news as the country rapidly approaches a critical deadline on June 1. Investors are understandably nervous about Washington failing to reach an agreement, a possibility that both sides agree would be a self-inflicted catastrophe. Whi …

Weekly Update: May 8th

Dear Friends, Do you ever wonder if having a financial plan is necessary when you have plenty of money? Some wealthy investors think that way, but in reality, having a financial plan is crucial. Here are some key points to keep in mind: 1. Medical and long-term-care costs take their toll: E …

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