Market Commentary – Contradictions between Wall Street and Main Street Continue

The Chinese symbol for “crisis” is made up of two symbols – one representing “danger” and the other representing “opportunity.”  So maybe it’s symbolic that the largest crisis most of us have eve

Will You Avoid These Estate Planning Mistakes?

Too many wealthy households commit these common blunders.

Provided by Daniel A. Cesta

Many people plan their estates diligently, with input from legal, tax, and financial professionals.

The Gift Tax

Market Commentary – A Strong Start to the Year, but Risks Remain

After suffering their worst December since the Great Depression, stocks had their best first quarter in ten years primarily due to the Federal Reserve halting interest rate increases and improving U.S-China trade relations. Perhaps the most impactful event of Q1 was the Fed

The Value of Financial Planning

Written By: Daniel A. Cesta, CPA, CFP, MST

Market Commentary – Market Headwinds Cause Historic Volatility

Is this as good as it gets?  Will we have a recession in 2019?  Where will we go from here?  These were just a few questions investors grappled with toward the end of last year and into the new year.  And why wouldn’t they?  After all, in the final th