The TIPS portfolio is a “Tactical Investment Portfolio Strategy” that is growth oriented and more actively traded than either the SIPS portfolio. It’s objective is to take advantage of “opportunity trades”  using Exchange Traded Funds (ETF’s) that move either in tandem or opposite to the major market indices.  For example, if the S&P 500 is...Read More

What you need to know about estate planning, including why you may need a will and assigning a power of attorney. 1. No matter your net worth, it’s important to have a basic estate plan in place. Such a plan ensures that your family and financial goals are met after you die. 2. An estate...Read More

A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine. I am so happy, my dear friend, so absorbed in...Read More