Key Investment Idea: What, When, How?

What, When, How? These are the three questions that every advisor and every investor will have to consider at any given time.  Of the three, the most difficult is “When?” In other words, do we buy at today’s prices? Do we wait a month? Do we buy when the stock market reaches a certain...

Read Post

A Tax-Free Hedge for Your Business

Split-Dollar Critical Illness Insurance allows you to reduce risk and optimize tax in your company. How it Works Critical Illness insurance pays you a lump sum of cash when you are diagnosed with a life-threatening illness. Like other insurance contracts, you pay for the premiums each year (or,...

Read Post