Nathan Edwards, CFA, CFP®
July 28, 2017
Financial advisors across the country have been swarming to software packages designed to assess the risk and return potential of an investment portfolio. Through the magic […]
July 12, 2017
We’ve seen it too many times. A retiree under the age of 59½ equipped with a traditional IRA balance that is bursting at the seams and […]
April 25, 2017
I lived on the west coast of Central Florida throughout the 1990’s. Almost every year, from late spring to mid fall, severe storms seemed to be […]