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The Markets As New York Fashion Week ended, inflation strutted its stuff. Ever since the Federal Reserve began raising the Fed funds rate in 2015, … Read more

Elite Wealth Advisor Symposium

Bryan Co-Hosts Elite Wealth Advisor Symposium in Miami

Bryan has a passion for helping his clients, team and colleagues to think big – helping people realize their biggest potential.  It is because of … Read more

How Care for Elders, Not Children, Denies Women a Paycheck

How Care for Elders, Not Children, Denies Women a Paycheck

Why did women’s rush into the work force stop? Policymakers have been vexed by the question for years. Social scientists have discussed the sudden stop … Read more

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Get Financially Fit

Eight moves to whip your tax strategy into shape. Tax season isn’t the only time you should be mindful of your taxes. Challenge yourself to … Read more

Ten Tax Tips
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Top 10 Tax Changes For Business Owners

What owners of small and medium-size businesses need to know. On Dec. 22, the Tax Cuts and Jobs Act (TCJA) was signed into law. This … Read more

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Barking Up the Wrong Tree

It was not a good week for stocks. Last week, stock markets around the world lost value. In the United States, the Standard & Poor’s … Read more

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Benefit from Your Birthdays

The road to and through retirement is dotted with time-sensitive financial planning milestones. Not all birthdays are about a driver’s license, getting to vote or … Read more

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Unplugging Your Vacation

Relax and recharge on your next getaway by taking a break from technology. The value of getting away from the work routine is apparent to … Read more

Tax tips before filing
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Double-Check Before Filing Your IRS Return

It may seem like common sense, but going back over the information you enter may be the most important part of your tax filing duties. … Read more

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Government Shutdown? No Concern.

The Markets Last week, the United States government might as well have hung a sign on the front door of the Capitol that read, “Gone … Read more

5 ways working women can have it all
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Five Ways That A Working Woman Can Have It All

As seen in The Huffington Post… While it is no longer expected that women stay home to run the household, there are new challenges that … Read more

Small Steps to a Better You
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Small Steps to a Better You

Small investments in your physical and mental health may really pay off What does it mean to invest in our health? While eating that apple … Read more