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Educate yourself. It’s your money and your responsibility.

Monthly Letter From CEO, Chris Jackson (July 2018)

In his 2014 book “The Zero Marginal Cost Society, “Jeremy Rifkin writes about technology’s leading roles in bringing about changes to lifestyles and society during the first half of the 21st century. One of the key themes for the 21st century will be a “zero marginal cost society” that will reduce the marginal cost of...
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Joint vs. Separate Trusts for Married Couples

Deciding between joint and separate trusts for married couples has been a conundrum within the estate planning community for a long time. While many attorneys swear by one trust over the other, there are many factors—such as, the state in which the couple resides, the total of their marital estate, and the couple’s relationship itself—that...
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5 Tax Breaks From Your Boat to Your Pocket

You can’t deny the allure of boat ownership: fishing, water skiing, and social day trips with family and friends. There is a kernel of truth, however, to the old saying that boats are “holes in water that you throw money into.” But if you take advantage of the tax breaks available to boat owners, you...
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Should You Pay Off Your Home Mortgage With Your 401K?

Bad idea! Looking ahead to retirement, your objective should be to accumulate a 401K nest egg of financial assets as large as possible, and pay off your mortgage as soon as possible. You should pursue these objectives independently, not sacrifice one to obtain the other. On balance, that would be a loser, for multiple reasons....
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June 2018 Market Recap: What’s the playbook for the second half?

The U.S. economy is growing at an above-trend pace, and the rest of the world seems to be finding its footing. Meanwhile, the Federal Reserve (Fed) continues to normalize monetary policy, and it appears that other central banks are following suit. Interest rates have come down off the highs seen earlier this year, and equity...
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Saving for Education: 529 Plans

Many parents are looking for ways to save for their child’s education and a 529 Plan is an excellent way to do so. Even better, is that thanks to the passage of tax reform legislation in 2017, 529 plans are now available to parents wishing to save for their child’s K-12 education as well as...
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