Thinking Out Loud

In today's low interest rate environment we have found that doing intra-family loans can make more sense than ever IF done properly. ...

Last Friday the day after INDEPENDENCE DAY--our newest employee was working with me to improve one of our compliance processes when she ma...

It was suggested by someone the other day to read the DECLARATION OF INDEPENDENCE on the 4th of July.  After breakfast this morning, where...

The magazine in this picture came today and prompted me to read the cover article.  One advantage we "advisors" have is that we ...

In today's low interest rate environment along with escalating reserve requirements for insurance companies I wonder how insurance com...