financial advisor working with client

Are Floating Rate Funds a Suitable Solution in a Rising Rate Environment?

By Andrew Taylor, CFP® on July 13, 2018

During the last several years, investors and advisors have faced challenges in their attempts to design suitable portfolios.  If you are reading headlines and listening to financial news programs, you may be confused by the prior statement.  We are consistently reminded by the media that major stock indices are reaching record highs nearly every month. 

advisor working with client

Strategies to Reduce Volatility and Improve Tax Efficiency

By Jason M. O'Dell, MS, CWM and Michael Lewellen, CFP® on May 10, 2018

Many investors believe that the primary goal of diversification is to hedge against risk and volatility.  Another fundamental goal for diversification, however, should be to increase tax efficiency—something that many investors overlook. One simple way to achieve both of these objectives is to consider the addition of cash value life insurance to your portfolio. Cash

drawing asset protection diagram

Asset Protection: A Matter of Degree

By David B. Mandell, JD, MBA on April 12, 2018

As an attorney and consultant for more than two decades, I have advised many on the area of asset protection – how to shield assets from unforeseen future liability. In this article, I hope to dispel some incorrect assumptions you may have and provide you with one of the most important fundamentals of this field:

tax cube diagram

2017 Tax Cuts and Jobs Act: What You Need to Know

By Carole C. Foos, CPA on January 12, 2018

Congress enacted sweeping tax reform in December which has widespread effects on both individuals and businesses. This is the largest change to the Tax Code in years, with many changes taking effect January 1, 2018. This article provides an overview of some of the changes that we felt would have the most impact on our

american flag tax document

Conference Agreement on Tax Reform Released; Vote Expected Tuesday

By Carole C. Foos, CPA on December 18, 2017

Conference Agreement Tax Reform As we are sure you are aware, the House and Senate tax reform conference committee released its Conference Agreement for the Tax Cuts and Jobs Act of 2017 on Friday. The House and Senate are both expected to vote on the bill tomorrow, December 19. The Conference Agreement includes the following



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