Recent Past Performance is No Guarantee…

The last 10% or greater correction experienced by the market as measured by the S&P 500 ended on February 11, 2016 with a decline of 13.31%. The index has since risen from that low point of 1,829.08 to Friday’s new high close of 2,651.50. Over that 95 week run the index is up 44.96%. Following […]

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Insurance and divorce

Beneficiary designations for life insurance or retirement plans are an often overlooked aspect of estate planning.  A change in life circumstances may suggest a need to change those beneficiaries.  Beneficiary designations can be the source of estate litigation, as a recent case demonstrates. Ronald and Heidi Lee had been married for ten years when Heidi […]

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A Pocket Full of Bitcoin

In spite of the already plentiful media commentary on Bitcoin, inquiries about the phenomenon continue to come in. Following is an abbreviated, nontechnical summary of our thoughts on the subject. In brief, if you are not already a regular user of online banking services and you do less than half of your Christmas shopping at […]

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