News & Insights

Resources on Trusts, Investments, Estate Planning, Financial Issues, and Living Well

“Normal” Returns Are Unlikely In A Far From “Normal” Environment

“Normal” Returns Are Unlikely In A Far From “Normal” Environment

Almost all investors have at least a general familiarity with the long-term performance record of stocks, bonds and cash equivalents. Over the 90-year span from the end of 1925 to year-end 2015, common stocks provided an average annual total return of 10.0%; Intermediate U.S. Government Bonds 5.3%; and risk-free U.S. Treasury Bills 3.5%. All this [...]
From Bullfighting To Finance

From Bullfighting To Finance

As a child growing up in poverty in Costa Rica, Carmen Bermúdez knew at a young age that she would do more with her life. She aspired early on to become a bullfighter – the fear and the challenge drove her will to achieve her dream. After overcoming the many obstacles on her way to [...]
Carmen Bermúdez : One of Arizona’s Most Intriguing Women

Carmen Bermúdez : One of Arizona’s Most Intriguing Women

Carmen Bermúdez was named one of Arizona’s Most Intriguing Women in the Arizona Legacy Project, sponsored by the Arizona Historical Society. Carmen thanks her love of bullfighting for giving her the courage to overcome any obstacles she faced in the male-dominated financial industry. She plans to continue to make a difference and to help women [...]
Looking for the Right Investment? Keep Your Job

Looking for the Right Investment? Keep Your Job

Unless you are extremely well off ($10 million or more in liquid assets for individuals or families), fight the urge to retire in this era of great financial uncertainty. The United States and much of the world has embarked on an unprecedented venture to absolve the financial sins of the current and immediate past generations [...]
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