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Recent News

Do I Need A Living Trust?

Much has been written about the use of a living trust as a means of reducing the cost of passing your assets to your heirs at death.  For most people, the primary motivation for creating a living trust is to avoid the probate process.  In general, any assets which are…

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Cash Yields More Than Stocks

Today short term bonds yield more than the stock market, Jim explains in the most recent video update...   

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An Analyst’s Up-close View of the Energy Market

After recently returning from a natural resources conference in Denver, I thought it would be beneficial to share some of my takeaways.  The conference was a mix of listening to CEO’s discuss trends in the market and touring companies in the field.  One of the main focuses of the event…

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