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The Tale of Two Unrestricted Gifts

  This is tale of two unrestricted gifts made by donors when they passed away.   Robert Morin   Robert Morin worked as a librarian at the University of New Hampshire (“UNH”) for nearly 50 years. When he passed away


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May The Odds Be Ever In Your Favor

  The Hunger Games was a bestselling novel that was subsequently made into a movie.  Both were awesome.  The setting is one where the Capital is abundant in riches.  The outlying 12 Districts are all living in poverty.  Every year


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Raymond James Financial Reports Fiscal 3rd Quarter 2015 Results

* Record quarterly net revenues of $1.32 billion, up 9 percent over last year’s June Quarter and 3 percent over the preceding quarter.   * Second highest quarterly net income of $133.2 million, or $0.91 per diluted share.   *


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3 Proven Reasons You Need a Roth IRA

To be eligible for a Roth IRA you need to have earned income from wages or from self-employment.  Additionally higher income earners are not eligible.  Married couples filing a joint return with a modified adjusted gross income of less than


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3 Things In Life You Only Want the Best Of

            1) Seat Belts – Pretty Obvious    2) Parachutes – Any Questions?    3) Financial Advice


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6 Easy Ways a Financial Advisor Can Add Value

1) Risk Management   I know risk management is just another term for insurance. No one wants to read about insurance, much less buy more of it. Insurance however is just a way to share the risk. There are many risks


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4 Reasons to Change Your Financial Advisor

1) You Are Having Communication Issues Unfortunately communication issues can run the gamut. This could be something as simple as phone calls or e-mails are not being returned promptly. Or perhaps it’s either a lack of communication or just inconsistent communication.


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3 Easy Ways to Find a Financial Advisor

In our last post we showed you 3 Proven Reasons You Need a Financial Advisor.  Here are 3 easy ways to find a financial advisor. 1) Ask Friends and Family Friends and family is the easiest way to get started


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