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Archive for April, 2015

This is Why We Globally Diversify

   By Brian Weisberger, Investment Analyst Besides everyone doing the mad scramble to complete their taxes by April 15, this is also a good time to reflect on the market and your portfolio’s first quarter performance.  Now, if you listen to the business news channels and they are talking about this sluggish market that is […]

Last Minute Tax Tips

By Cindy Szymanski, CFP® Financial Advisor, Bloom Asset Management Spring is here and if you haven’t done so yet, you have less than two weeks to finish your tax return or file an extension. If you find that you owe Uncle Sam, but haven’t finalized your return yet, here are a few items that, if […]

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