by John Bruggemann, CFP Many clients have a need for financing for various reasons- a large purchase such as a new automobile,  a real estate transaction or business needs, to name a few. What many clients do not realize is the ease in which a client can access cash using their taxable investment account as collateral....Read More

by Dr. Charles Lieberman Virtually everyone appreciates that Treasury bonds are close to all-time record low yields, but how should investors adapt to that fact?  Bonds still have a legitimate role to play in any portfolio, but it is appropriate for every investor to revisit their allocation to bonds. Professor Jeremy Siegel of Penn’s Wharton School...Read More