Category:

2018 Optimistic MLP Outlook

Addis & Hill Spotlight: Dave DeWitt from Dewitt Capital Management “We are very optimistic that midstream energy infrastructure will have a strong 2018. Most of the question marks surrounding MLPs during the downturn have been answered. MLPs are primed to...

2018 – Move or Stay Put?

Retirement and aging brings many questions to the table. One of the biggest concerns is whether keeping the family home with all the maintenance and upkeep will be the best place for our golden years and whether our healthcare providers will be readily accessible when...

Tax Vote Coming to a Head

Where will it fall out for you?  This a brief summary of many proposed House tax provisions that could likely affect most of our clients.  12% of our clients worry about the impact of government on their lives.  Revision of the tax code is a perfect example! If you...

Out of money at 90, now what?

When we conducted our client poll back in September, we asked our clients for the one thing that worries them most about their money and personal finances.  44% of our clients responded by saying that outliving their assets was their top concern. It seems that no...