The Future Is Now!

Asset Allocation – Who Are You Investing For?

It’s been widely publicized  that  a principal  determining factor  in the volatility  and return  of an investment portfolio is the portfolio’s asset allocation. The Financial Industry  Regulatory Authority (FINR A) defines “asset  allocation” as follows: 

“Dividing  your assets on a percentage  basis among different  broad  categories  of investments,…

Planning for the Needs of Exceptional Children

It takes a village

Feb 18, 2014

Richard Newman and David Foster

When we first met Jane, she was a typical four-year old girl. She was playful, vibrant and sweet. Her mother, who she most resembles, is one of the kindest, funniest and most genuine individuals you could meet. Her father is a strong and dedicated family man. My wife and I have been friends with Jane’s…

Are You Practicing Smart Marketing?

Trusts & Estates – Using your existing client base to maximize your time and dollars…

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