Newsletter

March 2017 Newsletter

In our March 2017 Newsletter we discuss some key retirement saving statistics, events affecting the markets, and helpful information to better understand an IPO.  Download our Newsletter Diversified Wealth Management Solutions March2017_Newsletter How Americans are saving for retirement Recent estimates indicate that the Social Security Trust Fund will run out of its surplus in 2034.…

Read More

June 2016 Newsletter

In our June 2016 Newsletter we examine the challenges the United States Postal Service has been faced with, review some of the headlines affecting the markets and discuss the importance of having a will. Download Newsletter June 2016 Diversified Wealth Management Solutions Neither Rain, nor Sleet, nor Snow… Every fiscal year since 2007, the United States…

Read More

May 2016 Newsletter

In our May 2016 Newsletter we discuss an H1-B or special visa allowing US businesses to hire highly educated foreign workers, we highlight key activities affecting the market and examine the impact of going back to school.  Download Newsletter May 2016 Diversified Wealth Management Solutions The H-1B Crunch If you’re like most people, the code “H‐1B”…

Read More

April 2016 Newsletter

March was a strong month for the markets.  In our April 2016 Newsletter we highlight some of the key events that took place in March.  We examine how trying to “Keep up with the Joneses” affects our spending habits.  Lastly, we consider the potential impact on the U.S. and Cuban economies, if the U.S. were…

Read More

March 2016 Newsletter

Lately, we have been hearing more and more about negative interest rates. What does this mean? How does it work? Will America go negative? In this month’s Newsletter we explain the concept of negative interest rates and the fundamental reasoning behind a decision to take interest rates below zero. We will wrap up some of…

Read More

February 2016 Newsletter

For many of us, preparing our tax return is never a fun task.  It can take countless hours and money out of your pocket.  However, this task can become even more daunting and frustrating if you fall victim to tax scammers.  In our February 2016 Newsletter we explore some of the more common tax scams…

Read More

January 2016 Newsletter

In our January Newsletter we take a look into the Fed decision to raise short-term interest rates, highlight some key activities in the market, and provide our thoughts on potential wage growth in 2016.  Download January 2016 Diversified Wealth Newsletter Much Ado About Nothing Ever since the U.S. Federal Reserve (“the Fed”) ended its latest…

Read More

December 2015 Newsletter

As 2015 comes to an end and we prepare for year-end here are some financial planning housekeeping tips for you to consider. Download December 2015 Newsletter The Giving Countries Every year, Charities Aid Foundation (CAF) takes a cue from Santa and makes a list of who’s been nice. But the foundation works on a scale…

Read More