Columns/Opinions

"Here’s to celebrating and profit taking " by: John Sample

The Jolly Elf is in sight but we have some things to get past before the end of year celebration begins.     The Fed will meet this week to decide on what to do with interest rates.     Many believe that this time the Fed will raise the fed funds rate by 50 basis points.

PSA: Passing assets through a trust: What to know

You invest for years to accumulate assets, and you’ll certainly need some of them to support your retirement.     But what about the rest?     What’s the best way to pass them on to your loved ones?     You might consider establishing a trust.

PSA: Add layers of protection to financial strategy

To achieve your financial security, and that of your family, you will need to create a comprehensive strategy.    And you’ll need to guard this strategy from various challenges – which means you’ll need to build in different layers of protection.