Fine-Tune Your Taxes for 2020 and Beyond

July 7, 2020|

While the The Coronavirus Aid, Relief, and Economic Security Act (aka the CARES Act) did postpone the deadline for tax filing from April 15th to July 15th, those taxes will soon become due.  For those [...]

Does it Pay to “Sell in May?”

May 18, 2020|

It is human nature to try to make sense of the unknown. In this time of great uncertainty, it is not surprising that some investors may be tempted to try to use perceived market patterns [...]

5 Ways to Manage Cabin Fever

March 19, 2020|

  During this current period of isolation and shared sacrifice, it is important to remember what we can do to avoid cabin fever and stay connected with our friends, family and community.  Below are 5 [...]

The Search for Income in Retirement

November 21, 2019|

The Search for Income in Retirement November 21, 2019 Nick Hughes, CFP® I regularly hear stories from clients regarding their earlier investing experiences, particularly about the days when rates that were available on CD’s and [...]

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