With the new year upon us, I wanted to take the opportunity to explain the 2018 tax reform bill that represents the most significant tax changes in our country in more than 30 years.  It’s important to note that the main reason for this tax bill

The closely followed Dow Jones industrial average and Standard & Poor’s 500 index had a remarkable year in 2017. The Dow gained an impressive 25% while the S&P 500 rose 19%, their best years since 2013. The tech-heavy Nasdaq was the clear

Since last year’s presidential election, the stock market has been on an absolute tear. Most of the major U.S. stock averages are up roughly 17% since then. The biggest chunk of these gains came immediately after the election in November. However,

My guess is that all of you have heard about the recent cyberattack against Equifax that potentially exposed the personal information of 143 million people, nearly half the U.S. population.  Many of you have probably used the site Equifax created to

Last week, I went to the biannual Schwab Advisor Solutions conference and it motivated me to write about some of the Schwab tools that our clients may be missing out on.  I pulled up our most recent technology adoption scorecard which gives us some