Here’s What We Think

Click here to read an article by City National Rochdale about Possible Federal Tax Law Changes 


CLICK HERE TO READ THE "BOTTOM LINE" OCTOBER 2020 NEWSLETTER FROM CITY NATIONAL ROCHDALE


 CLICK HERE TO READ MORE ABOUT MUNICIPAL BONDS FROM PUTNAM


Click here to reach a Hilltop Securities article about Texas' ERCOT-Area Public Power Utilities


Click here to read a Hilltop Securities Article about Brazos Electric Power filing for Ch. 11 Bankruptcy

5 Ways a Financial Advisor Can Bring Value to Your Post-COVID Life

If your financial standings were impacted by the pandemic, here are 5 ways a financial advisor can help get things back on track.

If a College Student Receives an Inheritance, Will It Affect Their Financial Aid?

Investing College Planning Retirement Family

Being able to leave a legacy for your children and grandchildren is important - but did you know an inheritance could affect financial aid for some college-bound students?

How to Pay Off Dental School Debt- 5 Simple Strategies

College Planning

According to the the American Student Dental Association, the average debt for a person receiving their DDS degree is nearly $300,000. Here are five strategies for repaying your dental school loans in 2019 and beyond.

Best Practices When Paying Off Medical School Debt

College Planning

Medical school debt can have a profound impact on the life of any physician. We're sharing smart ways to pay off your medical school debt to make sure that it doesn't cost you any more than it needs to.

Coronavirus and Student Loan Debt: What You Need to Know

Coronavirus College Planning

If you have questions about your student loan debt in the midst of COVID-19, here are three questions that you should be asking to figure out what to do next.