A Reminder to our 70-1/2 and older Investors

If you're 70-1/2 this year or older, the IRS requires you to take distributions from your Traditional or SEP IRA accounts.  These are referred to Required Minimum Distributions (RMD's). We have most of our investor's setup for [...]

How to Talk to Clients About WHAT?

I found an article in a recent financial trade magazine with tips on how advisors can introduce speculative investments to their investors.  It's natural for investors to be emotional regarding investing.  Many times doubt can erode [...]

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