Rick Alford CRP CEO
May 2016 Edition
Happy Mother's Day
"Mothers hold their children's hands for a short while, but their hearts forever."
Your Monthly News & Updates
Do you remember...
A look back at the Stock Market's Black Monday of 2008.
"The broker said the stock was "poised to move." Silly me, I thought he meant up."
- Randy Thurman
The Accounting Sleuth:
What Does a Quality Portfolio Look Like?
The media hysteria during a sell-off in the market can be unnerving. Let us show you how we focus on the quality of the companies in their portfolios
The Truth About Required Minimum Distributions:
What you don't know
How many times have you heard, "What you don't know won't hurt you"?
The truth is, "What you don't know
The Tax Advantage of Life Insurance and Annuities
Are you familiar with the tax advantages of your Life Insurance and Annuities? Take a look to see all the tax benefits your policies provide.
Retirement Solutions: Home