Stock Market Update: What happened and how we are handling it

Posted on Aug 24, 2015

The fall in global stock markets the past few days has been sharp and painful. Usually with these dramatic drops comes a catalyst that set the decline into motion, and in this case it is no different. Here is a quick synopsis of what happened, the damage it caused, and how we are handling it with our client investments. THE CATALYST: China’s economy has been slowing for over a year now and their stock market has had some precipitous falls of late making headlines around the world. The recent catalyst, however, was when on August 11th the Chinese government decided to allow their currency to...

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What Estate Planning Documents Do I Need?

Posted on Aug 13, 2015

Working with clients over the years we have come that realize that a large portion of the value we provide to clients is preparing them for the questions that they do not know to ask, are afraid to ask, or are too busy to address.  Did you know that 66% of the adult population and 59% of baby boomers do not have a Will?  In addition, 70% of adults have no healthcare directive proxy, living will or advance healthcare directives. One of the most important tasks we address and help clients tackle is their estate planning.  Our estate planning work with clients goes further than the numerous...

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