This Week’s Market Review: August 5th
OVERVIEW: 1. The recent global stock market selloff has been the highlight of the week. 2. Current macro-economic backdrop and areas we currently favor... 3. The FDA's approval of Guardant Health’s Shield™ liquid biopsy test marks a significant advancement in colorectal cancer [...]
Retirement Savings Strategies
Preparing and Planning to Minimize Taxes in Retirement While taxes are a fact of life, the amount you pay is NOT. Having a fixed income doesn't mean your taxes will be fixed at the same bracket or amount annually. How [...]
Maximizing Your Variable Annuity
Variable Annuity Policy Exchange (V.A.P.E.) While we have met plenty of people with variable annuities, we almost never meet someone who knows how their variable annuity works! Variable Annuities are complicated financial instruments, but can be valuable options in some [...]
