Friday, March 17, 2017
Dear Client I’m very proud to share some great news about my broker/dealer – LPL Financial. LPL and its advisors have been ranked No. 1 in net customer loyalty among 24 leading financial distributor firms by Investor...
Read MoreBetween 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover, typically fewer than 5 percent of taxpayers dispute their assessment.¹ For homeowners who...
Read MoreEvery year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ The 2016 “Dirty Dozen” Identity Theft Using your personal...
Read MoreHere are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Read MoreRecent years have witnessed the mainstreaming of alternative investments for certain accredited investors.¹ McKinsey & Company, a global consulting firm, found that individuals in the U.S. have put more than $625 billion into...
Read MoreWhat are your options for investing in emerging markets?
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