Common Sense Advice

I chuckled when I read this in an article about making the most of your vacation dollars: "There’s nothing quite like pulling up to a $10 million mansion in Aspen or Newport Beach in a beat up Jeep after a 3000-mile road trip."

Many of you, just like many of us, enjoy a good deal. We are a little bit less inclined to spend a fortune foolishly. Instead, we'd rather save a few dollars if we can, and still enjoy a good--if not great!--lifestyle. And guess what? Here's a great little article with advice that makes me want to book a mansion in Zermat. Are you in? Vacation like a multi-millionaire on the cheap.

Speaking of mansions...The White House has been busy. Now the President is going to delay a piece of legislation called the Fiduciary Rule. While we don't exactly view this as good news, it is for you, clients of our registered investment advisory practice, because we are already fiduciaries! 

No change for you!

I chuckled when I read this in an article about making the most of your vacation dollars: "There’s nothing quite like pulling up to a $10 million mansion in Aspen or Newport Beach in a beat up Jeep after a 3000-mile road trip."

Many of you, just like many of us, enjoy a good deal. We are a little bit less inclined to spend a fortune foolishly. Instead, we'd rather save a few dollars if we can, and still enjoy a good--if not great!--lifestyle. And guess what? Here's a great little article with advice that makes me want to book a mansion in Zermat. Are you in? Vacation like a multi-millionaire on the cheap.

Speaking of mansions...The White House has been busy. Now the President is going to delay a piece of legislation called the Fiduciary Rule. While we don't exactly view this as good news, it is for you, clients of our registered investment advisory practice, because we are already fiduciaries! 

No change for you!

We already hold ourselves to the highest of ethical standards, whether or not the Federal government tells us to. We promise to put your interests ahead of our own and to behave as a prudent person would. Seems like common sense to me. Read more about our fiduciary promise in this brochure, and on our web site. Consider sharing it with your friends.

So what's the correlation between the travel advice and the fiduciary standard? They are both good news!

3 Things to Do This Weekend
Investing in the Trump Years

Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free

 

 

 

 

 

An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
Learn more

Green Initiative Side Bar 2

Go Paperless 

Addressing Global Concerns on an individualized basis