Happy New Year!
What a year 2017 turned out to be. The S&P 500 returned over 20%, finishing all 12 months positive, something that has never happened in the
If you’re like me, you had certainly heard the words “blockchain” and “Bitcoin” before, but until recently had considered it a thing only for tech geeks and
Obamacare is pretty bad - so bad that many Oklahomans saw marketplace premiums go up by 67% this year. Sadly, the current GOP Senate bill still manages to
Most people are surprised to learn that I do not like roller coasters. Not at all. So much, that I’ve been known to bring a book along to a group trip to
As this bizarre investment year comes to a close, disciplined equity investors are kicked back enjoying their well-deserved double-digit returns. This is quite
After last night’s surprise election results, many of you may be worried about what this means for your portfolio. We have been closely monitoring the
Investors continue to be successful going into the fourth quarter, with all major asset classes posting positive returns YTD. Yes, you read that right…all of
Read the full article here: Older boomers face IRA withdrawals or a 50% tax
As we move into the fall, it's time to start thinking about Required Minimum
Last Thursday, residents of the UK, in a country wide referendum, voted 52% in favor of leaving the European Union, a so-called “Brexit”. This largely came as
On Monday June 24, at the height of Brexit fallout, some automated robo-advisors made the decision to halt all trading, citing that this action allowed them to
Check out the article and full list here http://www.investmentnews.com/section/40-under-40/2016/profile/28/Amy-Hubble
Health savings accounts: A second retirement plan
Most have heard us preach that health savings accounts (HSAs) are truly the "holy grail" of savings vehicles