Winter is Coming: Signs of an Impending Recession

Winter is Coming: Signs of an Impending Recession

“Winter is coming.” ─ Ned Stark, “Game of Thrones” In the investment world, “winter” can be viewed as a synonym to recession, and, technically, winter is always coming at an uncertain point in the future. However, a number of recent economic signals highlight...
A Primer for Social Security

A Primer for Social Security

The purpose of this Navigator is to explain the basics of Social Security benefits, to discuss a few particularly useful saving strategies, and to provide additional resources that may be useful for anyone who is preparing financially for retirement about how to...
The Critical Task of Selecting a Trustee

The Critical Task of Selecting a Trustee

Trustees have a fiduciary duty to your trust, and they are responsible for finding high quality tax, investment, accounting, and legal expertise.  To make a wise selection of trustee, it is critical to understand trustee responsibilities, important characteristics for...
Presidents and Their Impact on the Stock Market

Presidents and Their Impact on the Stock Market

“It’s the economy, stupid!” ─ James Carville The reputations for presidents in the annals of history often rise and fall with the fluctuations in the economy.  As President George H.W. Bush would tell you from personal experience, the health of the economy plays a...