Blog

Last week we learned that the late pop icon Prince may have died without a will. This means that settling his estate could get very messy and it almost certainly means paying a lot of estate taxes.…

Last week, the Department of Labor released its long-anticipated final rule that will extend the fiduciary duty to all financial advisers that provide investment advice on retirement plans and Individual Retirement Accounts (IRA's). …

This week began with a reveal of the largest information leak in history. Documents and emails from Mossack Fonseca, a Panamanian law firm, were uncovered and for the past year hundreds of journalists worldwide discreetly analyzed their contents. …

Every day I get suspicious emails entreating me to click on hyperlinks to learn about the latest Caribbean vacation sites, or to settle a bill from a vendor in the UK, or other unsavory reasons.…

We are one of the sponsors for Celebration InnovationT Week at DMACC.…

We've all heard the poll results that the fear of public speaking often outranks many common fears, including the fear of death. But what if I told you that many people have a fear of financial advisors? …

When the stock market falls, how do you feel: anxious, nervous, worried?…

As we once again enter the season of tax filing, some people may be thinking of making an IRA contribution to reduce their 2015 tax liability. Great idea! But beware of the 2015 IRA contribution limits ($5,500, or $6,500 if age 50 or older) as well as the 2015 IRA deduction limits. …

Sherpa Investment View - Quarter Review Now Available…

The Powerball of over $1.6 Billion finally was won on three separate tickets in different states. Education977277_1280x720 is needed for these winners as most financial fantasies do not include the complexities that will come from this much sudden wealth.The Powerball of over $1.6 Billion finally was won on three separate tickets in different states. Education is needed for these winners as most financial fantasies do not include the complexities that will come from this much sudden wealth.…