Another year begins! I’m finishing up some year-end tasks while planning for another tax season, and, quite honestly, I’m a little behind— so this is getting out a bit late. Being busy is a good thing, though, and I think I’m getting my head back...

How to Make Better Investment Decisions with an Investment Process October has been a crazy month for stocks. Volatility is back; we’ve seen moves of one, two and even 3 percent in the major indices. Today (Oct 26, 2018) the S&P briefly dipped into “correction” territory,...

So last week I was in Las Vegas for the AICPA ENGAGE conference held at the MGM Grand. It was way better than last year- much more organized and streamlined. Yet the quality of the content was still top notch. The best estate, financial, and...