News & Press

06/06/2018

Global X Proxy Info

As concerned and proactive advisors, we felt it imperative to reach out regarding a recent communication from Global X Funds. Seeking to provide access to high-quality and cost-efficient investment solutions, Global X is a New

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05/03/2018

New Medicare ID Cards Are Coming in May

Social Security Numbers Will No Longer Be Visible

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12/27/2017

2018 Tax Brief for Pass Through Entities

Finally, a single piece of legislation was released which merged together the differences in tax reform from both the House and Senate.  This tax brief highlights the changes that would affect pass-through entities, known as

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