The Trump Market Crash – Not stocks, but bonds!

While watching the election on Nov. 8th, one not only got minute by minute updates on the voting results but also saw the Dow futures plummeting down over 800 points and heard pundits talking about the market crashing because it looked like Trump was going to win.  As it turns out, they were right about […]

2017 Tax Planning & Trump Implications

With a Republican president-elect and GOP control remaining in both the House and Senate, there is plenty of talk about significant tax reform.  However, it’s difficult to plan for something that’s uncertain as there are several tax plans being considered in Washington.  In this letter we will focus on tried and true strategies that work […]