I may not be the most handsome, the most charming, or the tallest (the first two are up for debate) Financial Advisor in the country, but I may be the …
Is 70 the New 62?
[This discussion may or may not apply to you, but it certainly applies to somebody you care about, so feel free to pass it on.] As I scan the retirement …
Daddy-Daughter Dance
Last weekend I had the pleasure of accompanying two of my daughters to the annual Daddy-Daughter Dance at their school. It’s a fascinating event, with pretty dresses, loud music, high-pitched …
Gifting With Irrevocable Trusts?
When we talk with our clients about how to protect their financial legacy, we will often recommend that property be gifted into an irrevocable trust. Invariably, the client will ask …
What does the tax cut mean for the stock market?
Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management Many people are wondering what the tax cut means for the US stock market. We thought it might be helpful to take …
The Battle For Status – Your Best Weapon In a Winning Campaign
Have you ever stopped to consider the role that status plays in your life? Of course, status is evident in our work relationships; supervisor, manager, and president are titles that …
Are You Settling, and What Is It Costing You?
Since the stock market has made back some lost ground and seems to be a bit more stable than it has been, I’d like to address a topic that is …
2018 Stock Market Reset
My, what a week it’s been! The market had its largest single day point drop in history on Monday, seeing a decline of The DOW of 1,175 points, which followed …
Preparing Your Mind For ‘Big’ Market Swings
Unless this market cycle is completely different than all of those that have come before it (it’s not), we’re very likely to see some meaningful volatility in the future, possibly …
‘Deduction Bunching’ – A Tax Strategy That Works And Makes You Sound Smart
With the passing of the new tax law, accountants have become the new rock stars. All eyes are on those with tax knowledge to sort it all out and show …
