Industry Insights

Over the last few months, Republicans in Congress have labored over a new tax bill. On Friday, December 22, President Trump signed the final bill into law.

Every January, it’s customary to look back at the year that was. What were the highlights?

For centuries, people have studied Shakespeare for his wit and his wisdom. For the past few months, I’ve been sharing some of that wisdom in a new series of blogs called:

For centuries, people have studied Shakespeare for his wit and his wisdom. For the past few months, I’ve been sharing some of that wisdom in a new series of letters called:

For centuries, people have studied Shakespeare for his wit and his wisdom. For the past few months, I’ve been sharing some of that wisdom in a series of letters called:

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below.

Since President Trump’s election, the markets have climbed to record heights, partially thanks to investor enthusiasm for Trump’s policies.

It may surprise you to learn that as a financial advisor, my job isn’t just about numbers and markets. It’s about helping people achieve their goals in life.

"I have found that the importance of having an investment philosophy - one that is robust and that you can stick with - cannot be overstated." - David Booth

Planning for your retirement can be challenging. It can be scary, and it can be frustrating.