Your Insights

As January goes, so does the year?

As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the price

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Adventures with My Clients

by Michelle Maton As a financial advisor, I rarely get to spend quality time outside of the office with the many clients I have grown close

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Building the Foundation

by Eric Kies “I’m not worried about us, what I’m worried about is our kids, and our grandkids.  They’re not going to have the same type

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Update on the Tax Reform Bill

Remember the play, “If it is Tuesday, it must be Belgium?” The speculation over the likely provisions in the tax reform legislation feels that way. Last

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