by Bill Ulivieri | Dec 29, 2014 | Newsletter Blog
What should investors focus on in 2015? “Begin Again” Investment Strategies. As 2014 is wrapping up we can take a sigh of relief that we did not experience financial disaster within our economy. Rather things are looking quite positive. We have been in a...
by Bill Ulivieri | Nov 26, 2014 | Uncategorized
It is with profound humility and gratitude for our friends and family, both living and those who have passed, that we send this copy of the Thanksgiving Proclamation Issued by President George Washington, at the request of Congress, on October 3, 1789. Happy...
by Bill Ulivieri | Nov 20, 2014 | Newsletter Blog
“10 Things You Probably Never Considered Regarding The Parable of the Talents” There aren’t very many Christians who haven’t heard this New Testament reading from Matthew 25: versus 14-30. (1) Basically a wealthy man goes on a journey and entrusts a total of 8 talents...
by Bill Ulivieri | Nov 12, 2014 | Newsletter Blog
Robert Herjavec is my favorite “shark” in the tank. Perhaps his immigrant story resonates so well with our own family history that I like him as a person. Robert seems like a such a nice guy. Shark Tank fans know that Robert is a player in the...
by Bill Ulivieri | Oct 12, 2014 | Newsletter Blog
What Would Pope Francis Say About “Tax Inversion”? “Tax Inversion” is the practice whereby a smaller company from a country outside the United States, with a lower corporate tax rate will “acquired” a much larger US company, for the purposes of establishing a new tax...
