A handful of big-picture issues dominated the investment landscape in late 2014: the plunging price of oil, positive economic indicators in the United States relative to most of the globe, and the ongoing influence of central banks.... Read More
In this Newsletter
Wealth Planning Quarterly

Winter 2015
A 2015 Forecast Without Predictions
If in January of last year you invested your portfolio based on predictions from the “experts,” you'd probably be sorry today. The Wall Street Journal conducted a survey of 48 business economists in January 2014.... Read More
Financial Planning Tip
Mortgages for Buying and Remodeling a Home
Generally, you can deduct all of the interest you pay on a home mortgage, up to $1.1 million, as long as the funds were used to buy, build, or maintain your primary or second home. ... Read More