December 18, 2018 How can we prevent the financial victimization of our senior citizens? “Granting someone you trust a durable power of attorney can help protect your assets. by Timothy E. Flatley, Matt Croley
May 22, 2018 How can investors make tax-effective charitable contributions under the new laws? This change will drastically reduce the number of households that claim charitable giving as an itemized deduction on their returns. by Timothy E. Flatley, Matt Croley
February 28, 2018 Should you add hedge funds to your portfolio? Hedge funds are designed to not correlate to or behave like other investments. by Timothy E. Flatley, Matt Croley