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Financial Resources

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Changing Market: Municipal Bonds After Tax Reform

January is typically a strong month for the municipal bond market, but 2018 began with the worst January performance since 1981, driven by rising interest rates and uncertainty over changes in the Tax Cuts and Jobs Act. The tax law changed the playing field for these investments, which could affect supply and demand.

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Our Fourth Principle

It is imperative that we maintain adequate liquidity to provide for our needs during good times and bad. There is a certain amount of freedom granted by having set aside ready cash so that during times of emergency we are not left to count on the kindness of friends or strangers.

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Our Third Principle

Spring is slowly approaching. As the harshness of winter recedes, volatility in both the markets and weather are picking up. While I can hardly speak to fluctuations in the weather, the fluctuation in the market is almost certainly a function of rising interest rates, though the madness of crowds is difficult to quantify.

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Understanding Medicare

Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and certain younger people with disabilities. Here are some basic facts about Medicare that you should know.

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Evaluating an Early Retirement Offer

In today's corporate environment, many employers are offering their employees early retirement packages as a way of controlling costs. But how do you know if the seemingly attractive offer you've received is a good one?

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