Determining the best mortgage for you

Before purchasing a home, you should understand the types of mortgage loans available and determine which one is best for your long-term financial situation. Decide how long you plan to... Read More

Planning for charitable giving

In this season of giving, many take this opportunity to give back to their community, to meaningful causes and to their favorite charities. While supporting the organizations you value is... Read More

Quarterly commentary: October 2015

The third quarter of 2015 proved to be a difficult one for investors, as US economic data showed signs of weakness, global slowdown fears persisted and continued talk of looming... Read More

Planned giving

Today more than ever, charitable institutions stand to benefit as the first wave of baby boomers reach the stage where they’re able to make significant charitable gifts. If you’re like... Read More

Quarterly commentary: April 2015

At the close of the first quarter, the global economy continued to muddle along, with falling commodity prices, foreign currency weakness, and lower bond yields present throughout most of the... Read More