Milestone Elements™: Client survey feedback results

Published by Steve Nielsen on Jan 31, 2016

In the fall of 2015 we had discussed the launching of a survey, sent to randomly-selected clients, with the intent of checking the pulse of our client base with respect to how well Milestone was doing in various aspects of our business.  Well.......

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Market Insights: Intermediate-term bottoming signals

Published by Steve Nielsen on Jan 29, 2016

With the U.S. not currently in a recession, and based on the models we monitor, which all currently estimate a low probability (<25%) of a recession in the near-term, we are now looking towards intermediate-term bottoming signals....

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Wealth Strategies: Donation Rules - Advantageous Update

Published by Steve Nielsen on Jan 27, 2016

As one acquires assets throughout their lifetime, charitable donations can certainly become an important a part of an overall tax strategy, while providing the added benefit of contributing to a worthy cause....

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Retiring Abroad: Top 10 Best Places to Retire in the U.S.

Published by Steve Nielsen on Jan 19, 2016

Retirement is a very big transition for most people.  For some retirees, this transition process also involves moving to a new location – somewhere they have dreamed about ‘getting away’ to. ...

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Retiring Abroad: Top 10 Best Places to Retire in the U.S.

Published by Milestone Asset Management on Jan 19, 2016

Top 10 Best Places to Retire Retirement is a very big transition for most people. For some retirees, this transition process also involves moving to a new location – somewhere they have dreamed about ‘getting away’ to. The United States is a very popular...

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Market Insights: Fourth Quarter wrap-up

Published by Steve Nielsen on Jan 15, 2016

It has been a tumultuous year in the markets, with a large equity market correction in the summer and again at present. ...

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