MILESTONE WEALTH NEWSWIRE

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.......

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....

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....

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. ...

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...

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