A Necessary Pullback

Fred Sanford from the 70’s sitcom Sanford and Sons used to grab his heart once a week and tell Lamont that “this was the big one”. It never was. Our indicators tell us the current market drop of 9-10% is not the ‘big one’. Evidence shows us that conditions are not at...

Giving, Tax Advice

Read Full Article – pdf Version I went shopping last weekend and was amazed to see Christmas decorations already on display. There were lights, reindeer, wreaths, and jolly Santas. I could almost hear the Salvation Army bell ringing. The holiday season is such a busy...

Lawsuits Against Employers Surging

by Craig D. Price, Certified Financial Planner® and Will Thompson, Certified Financial Planner®, Certified Financial Advisor®, Accredited Investment Fiduciary® – Stuart, Florida Lawsuits against 401(k) plan sponsors are surging and potential damages are in the...