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Thinking of buying a vacation home?  This post is a helpful summary of the important financial and emotional issues to consider before buying.

For September 2017, the stock market shrugged off many challenges and continued to post positive returns for the 11th month in a row. 

There have been 7,900 data breaches confirmed by media sources and government agencies since 2005.  The Equifax hack was one of the largest and included the most valuable personal information to date.  Securing your identity and finances is an important step for today’s financially responsible individual.  A good security strategy includes assessing, protecting, and monitoring your personal information.

The big winners in markets so far this year have been the emerging markets which have put their past years’ struggles in the rearview mirror.  In fact, the emerging markets index followed up its ~5% gain in July with another fine month in August, gaining nearly 3%. 

It has been 99 years since the last total solar eclipse traveled across the United States.  Coincidently, global stock market correlations have not been this low in 20 years.  Lower correlations offer opportunities to investors who look beyond traditional large U.S. stocks and Treasuries for their portfolio. 

Clients often ask for advice on helping their children get on the path to financial success.  The following are some financial tips to get your children on the path whether they are age 3 or 23.

Last week Donald Trump made his speech to Congress, and outlined his vision for the country.  Contrary to my fears that the market was running up to a speech that would disappoint and be followed by selling, the Dow Industrials responded by rising over 300 points the next day.

By now, almost everyone should have received the necessary forms to file their tax returns. Is there anything else you can do keep some of the money you earned from going to Uncle Sam?  Let’s explore a few ideas that may help you save on your 2016 taxes, even though it is now 2017.

Tax diversification is an important consideration for those saving for retirement.  With proper planning, Roth IRAs may be able to provide you with future tax-free income.

Unlike last year's dismal start (worst first six weeks in history!), markets around the world celebrated the start of 2017 with a positive month.