The Pros and Cons of Life Insurance

The Pros and Cons of Life Insurance

It’s clear that life insurance is important for everyone to have. These policies allow people to provide for their families and cover things like funeral expenses after their passing. This can be especially critical for those who pass away unexpectedly and leave...
Investing in CBD and “Pot Stocks”

Investing in CBD and “Pot Stocks”

More and more states are legalizing medical and recreational use of marijuana. Because of this and other factors, the value of the industry is exploding.  Some estimates are predicting the value to hit $22 billion worldwide by 2022. This relatively new industry...
Giving Back and Lowering Your Tax Bill

Giving Back and Lowering Your Tax Bill

You’ve worked hard to accumulate wealth and find success throughout your life. Giving back to important causes can be great, fulfilling way to use some of that money. Tax savings are just an added bonus on top of the personal satisfaction of helping others. We...

A Focus on Social Choice Investing

In today’s trendless market, it’s even more important to own individual companies that have real growth and social value. Social choice is a critical factor for our clients and part of our investing strategy. Many of our clients find that it’s important to...