January 26, 2015 – Pension Plans & Derisking

Pension Plans & Derisking Corporations are transferring pension liabilities to third parties. Where does this leave retirees? Provided by Anthony A. Davidson, Investment Advisor Representative A new phrase has made its way into the contemporary financial jargon:...

January 19, 2015 – Getting a Jump on Tax Season

Getting a Jump on Tax Season What should you bring to your preparer? Provided by Anthony A. Davidson, Investment Advisor Representative You can file your federal tax return starting January 20. IRS filing season will start right on time in 2015, and there is wisdom in...

January 5, 2015 – Four Words You Shouldn’t Believe

Four Words You Shouldn’t Believe These are the words that make investors irrational. Provided by Anthony A. Davidson, Investment Advisor Representative “This time is different.” Beware those four little words. They are perhaps the most dangerous words an investor can...