Blog 2017-09-05T20:13:37+00:00

What’s Hiding in your Bond Portfolio?

March 6th, 2018|Categories: Marsh News|

What's Hiding in your Bond Portfolio?FINRA (the Financial Industry Regulatory Authority) periodically surveys people about their financial knowledge. It asks respondents to rate themselves as to how financially knowledgeable they think they are. In [...]

Update your Tax Strategies

January 4th, 2018|Categories: Tax|

Now is the Time to Update your Tax Strategies By Yvonne Marsh, CFP®, CPA Updating financial and tax strategies is always a good idea, but with the implementation of the Tax Cuts and [...]

Q4 2017 Market Review

October 1st, 2017|Categories: Quarterly Market Review|

The U.S. economy finished 2017 with another strong quarter.  GDP grew at an annual rate of 3.2% in the third quarter (the fourth quarter is still being tallied) and is estimated [...]

5 Questions You Need Answers To

September 1st, 2017|Categories: Investments|

5 Questions You Need Answers ToConfidence is king.  Whether it is confidence in sinking that next putt on the golf course, or walking into a room of strangers and spotting a friend, or even [...]