Public Policy and World Affairs

I realized that many of the lessons we learned on our trip are applicable to my role as financial advisor and counselor to individuals and families.

Crushing student loan debt after graduation means more young adults are delaying marriage and homeownership, with real consequences for the economy.

Cryptocurrencies are more about ideology than technological advancement. To that end, we believe it is important for you, the investor, to consider your own beliefs before taking a position in Bitcoin.

Congress passed the final version of the pending tax legislation, which will now move to President Trump's desk for signature. The bill is the largest rewrite of the U.S. tax code in three decades, and will have broad implications for individuals, families, and businesses.

It’s hard to predict how elections will shake up the market. Your best defense against uncertainty is to look at what hasn’t changed rather than focus on temporary events.

When interest rates rise, there isn’t a person who doesn’t feel the impact, regardless of what’s in your investment portfolio.

Recovering from identity theft can take months or even years. Here's what you can do as an individual to best protect yourself.

Last month, the IRS issued proposed regulations that, if finalized, will dramatically impact future planning options for Family Companies (LLC’s, Limited Partnerships, General Partnership, and Corporations).

The Marah Project was created with the goal of supporting and educating kids, parents, and the public about the disease of addiction.

The House and Senate have passed, and the President has signed, the “Protecting Americans from Tax Hikes Act of 2015.”  What does it mean for taxpayers?