Figures references are as of 6/30/2018 unless otherwise stated.
We all know that divorce rates are quite high and many of the key drivers for splits cited by separating couples stem from disagreements over money. In fact, a study published in 2009 by Jeffrey Dew of Utah State University showed a very clear positive…
We view interest rates as the primary influencer of the stock market and therefore we want to focus this newsletter in…
We recently attended a great estate planning seminar sponsored by the American Cancer Society. One of the presenters, a California renowned attorney and past Lecturer at UC Berkeley School of Law, discussed the issue of diminishing capacity. First…
