We are pleased to introduce our new team member, Sara Smith! Sara is joining Brand Asset Management Group as part of our operations team. She will be working alongside Jim and Karry to assist clients with distribution requests and questions, charitable giving, and general custodial support. Sara’s official bio can be read on our website… Read More

Like age, a stock market milestone is just a number. There is nothing particularly special about Dow 20,000, except that it is a multiple of 10,000. In the early 1900s, investors celebrated milestones of every 100, or every 500, and later for every 1,000 that was reached. What used to be a big deal is… Read More

We are thankful for our veterans – the men and women who risked and gave their lives for this country we are blessed to call ours. We are grateful for their families who supported them abroad and at home. And to the families and friends who have suffered the greatest loss, we pray that you… Read More

On October 19, 2016, Ryan Green hosted a webinar, featuring Medicare expert Karl Steinlage, to discuss the upcoming changes in Medicare for 2017. Watch the replay to learn about important issues such as… What’s new to Medicare in 2017 How the recently passed “Doc Fix” law affects Medicare beneficiaries How to appeal the Medicare income adjustment for Part… Read More

So much for Brexit being a big deal. Despite widespread fear of the UK’s decision to leave the European Union, the 3rd quarter was the best one this year for nearly all categories of stocks. The S&P 500 was +3.9% when you include dividends. Mid-sized and smaller companies fared even better, with mid-caps +4.5% and… Read More