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January 10, 2017

Bond Laddering Investment Strategy for Rising Interest Rate Environment

By Brian Tillotson, CPWA® Certified Private Wealth Advisor. The Federal Reserve has put investors and retirees in a very tough […]
December 15, 2016

The Basics of Tax Loss Harvesting

By Brian Tillotson, CPWA® Certified Private Wealth Advisor. It’s getting close to the end of the year, and it may […]
December 2, 2016

Last Call for RMD’s

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM. Have you taken your Required Minimum Distribution (RMD) yet? For investors over […]
November 10, 2016

Where Do We Go From Here Now That The Election Is Over?

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM. Wow! What a dramatic presidential race. In a huge upset, Donald Trump […]
November 1, 2016

Presidents Change, Investing Does Not

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM. As I am sure you all know, Election Day is looming.  On […]
October 20, 2016

The Effect of Alternative Investments on a Portfolio

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM With pre-election market jitters in full swing, I would like to highlight […]