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Late last year a Silicon Valley newspaper did a piece on the resurgence of Symantec (NSDQ: SYMC). At that time its stock had been on a tear; since bottoming out below $14 in the summer of 2012 the stock climbed up the charts, peaking above $26 only one year later. … Read More

  • ID
  • March 13, 2014

Two options for retirement income security are bonds and annuities. But which one does the better job of generating income for life? Can a bond portfolio do better than an annuity? Read More

While Russia tries to bluff its way out of a bad hand, the rest of the world is watching which way the chips fall in China. Sooner or later everyone has to show their cards, and already we are beginning to see who is going to cash in and who will be pushed out of the game. Read More

  • ID
  • March 7, 2014

An estate plan can and should be more than a bunch of legal documents. It’s your final chance to add a personal touch, and that touch can enhance both the plan and your legacy. Read More

Russia is back in the news this week, but for all the wrong reasons.  The rest of the world should not catch a cold when Russia sneezes, so this week's market weakness may provide an opportunity to pick up some of our current portfolio recommendations at good prices. Read More

  • ID
  • February 27, 2014

Traditional estate plans don’t work well for many families these days. Unconventional families need different plans, tools, and strategies to accomplish their goals. Read More

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