Asset Allocation and Modern Portfolio Theory are the backbone of current and prudent investment philosophy and strategies. The problem is these strategies typically will not account for your non-stock & bond investments and risks...

Often when I’m working with clients this question comes up: “who is your financial advisor?” And just as often they will answer with “Oh, yes. Our financial advisor is Joe with Joe’s Investments.” We’ll continue to talk...

In the event Congress does not act to extend the current set-to-expire tax benefits, individuals and families are likely to have a larger tax obligation to the Federal government. Here’s a brief list of what’s expiring...