Stay Informed
Resources
Documents
Client agreements, disclosure documents, and regulatory filings.
Partner Links
We work with a network of investment professionals to develop your financial plan and manage your investments.
Investment Advice & Newsletters
Periodic newsletters covering investment strategies, market insights, and financial planning topics written by Eric J. Linger.
The Big Tax Bill — Passed July 4, 20252025-07-07Three New Year's Resolutions for Building Wealth2024-01-15Key Steps for Building Wealth2023-04-07Advance Directives – An Important Part of Estate Planning2022-07-23Does a bad market start mean a bad finish?2022-07-04Inflation and the Market2022-05-19How to Make Sure Your Money Lasts During Retirement2021-04-25The Stock Market – October 20202020-11-01What a Trump or Biden Win Means for the Stock Market – Part 22020-08-28What a Joe Biden Win Means for the Stock Market – Part 12020-08-24Retirement Plan Rollover Options2020-07-19Tax Deadline2020-07-08RMD RULES FOR 2020 – Updated June 23, 20202020-06-25Deduct Charitable Donations in 2020 – Without itemizing2020-05-02Market Update – March 9, 20202020-03-09RMD Starting Age Now 72 – The Good & Bad Secure Act2019-12-25Schwab-TD Ameritrade Merger – Not a Done Deal2019-11-21Social Security – Spousal Benefits, File and Suspend & Divorced Spouses2019-10-20You Need More Than a Will2019-09-26Inverted Yield Curve and the Market2019-08-15Roth IRA – Summary2019-02-05Fixed Index Annuities – Beware!2019-02-04Social Security – Two Simple Rules2019-02-03Social Security – Penalty for Starting Benefits Early2019-02-02The Power of Saving Early2019-02-01Why My Stocks Go Down When the Market is Up2019-01-31Transfer on Death (TOD) Advantages2019-01-30Wills – Caution2019-01-29Dollar Cost Averaging2019-01-28Four Big Investment Myths2019-01-27When to Sell a Mutual Fund2019-01-26Increase Your Chances of Making Money2019-01-22Why is Warren Buffet Successful?2019-01-22Should You Convert Your IRA to a Roth?2019-01-19Six Ways to Reduce the Cost of Long-Term Care Insurance2019-01-19Avoid 3 Common Investment Mistakes2019-01-19Social Security Basics2019-01-18Social Security – When Can You and Widows & Widowers Start Social Security?2019-01-18Social Security Rules – Divorce and Remarriage2019-01-18Social Security for Singles2019-01-18Social Security for Widows2019-01-18Social Security – Divorced Spouse2019-01-18Social Security – When Don't You Need Part B?2019-01-18Understanding Medicare Enrollment Periods2019-01-18Save For College…Tax-Free 529 Plan Overview2019-01-18The $500,000 Mistake2019-01-17Estate Planning – Frequently Asked Questions2019-01-17Executors – Frequently Asked Questions2019-01-17Living Trusts Simplified2019-01-17Three Living Trust Mistakes2019-01-17Cut Your Estate Taxes With a Personal Residence Trust2019-01-17Keeping Control With a Trust2019-01-17Should You Have a Dynasty Trust?2019-01-16Bonds Can Be Riskier Than Stocks2019-01-16Why You Should Avoid Bond Funds2019-01-16Bonds vs Bond Funds. Which is Better?2019-01-16Taxes on Your Annuity2019-01-16Ladder Your Bonds2019-01-16Load or No-Load Funds?2019-01-16Why Have a Proprietary Mutual Fund?2018-11-28