Most U.S. tax payers are well-versed on §401(k) and §501(c)(3), but how well do you know §1031? Like most provisions

Fending off the short-termism of CNBC and internet media is difficult, but necessary if you are going to be successful

The “Powerball” discussion is just another way of saying “If money were not an issue, what would you do?” I

Beyond the rhetoric and media circus, there are some very real differences between the candidates in terms of policy that

“The best argument against democracy is a five-minute conversation with the average voter.”- Winston Churchill The world is in a

For the last three summers, we’ve published a summer reading list of books that our employees thought you would enjoy.

Wall Street usually begins the year with an exercise in predicting the unpredictable. It is human nature to try to

During the third quarter of 2015, stock markets around the world declined and the heavy breathing of the financial media

Stock markets around the world continued their advance during the second quarter, although the U.S. Stock market is starting to

The Boys in the Boat by Daniel James Brown     An Irresistible Depression era story about beating the odds and

There are many ways an individual can donate; whether by directly contributing to institutions, establishing trusts or foundations, or through

For aging investors, the IRA can prove to become a sizable tax liability as it grows nearing retirement. IRA assets

There are many ways to reduce investment risk. The most common strategies include holding a portion of your investable assets

Among other things, Spring is the season for income taxes and, in general, many clients have been a little shocked

This year marks the Leukemia and Lymphoma Society’s (LLS) 30th annual “Big Climb.”  The philanthropic event requires participants to climb