Resources

Learn from the ‘best places to work’

Google, Facebook, and Southwest Airlines are among the top five companies on job search site Indeed’s “Best Places to Work 2017” list. You may not have the resources of these large companies, but you can incorporate some of their ideas..

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July 2017 Market Insight

Summer is flying by! Back to school shopping has taken over retail stores, and key data from the second quarter is coming in. The markets in July were fueled by several factors: strong earnings, better than expected housing data, four-decade low jobless claims numbers, the “dovish” Fed meeting, a rise in June durable goods, and positive momentum in tech shares.

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Summertime tax savers

Summer may be one of the best times to review your taxes, because taking the time now could result in 2017 tax savings. Here are just a few tax-saving ideas to consider.

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The Power of Estate Planning Documents

My wife, Margaret Ann, and I are walking through the season of life where caring for parents has become a significant responsibility. While it has been a blessing to journey with our parents through their latter stages of life, it has also taught us

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Morningstar Investment Conference 2017 Recap

In April, I attended the annual Morningstar investment conference in Chicago. The conference provides financial advisors and mutual fund representatives an opportunity to gather together and discuss current events in our industry. Global economic upd

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