By Sam Taylor | April 18, 2016
Congress made several changes to Social Security last year as a part of the Bipartisan Budget Act of 2015.  The purpose of these changes is to help shore up the system’s solvency and close what many believe is an unintended loophole that favors higher income earners.  Significant changes include:...
By Sam Taylor | January 21, 2016
Wealthview Capital adheres to the major tenants of Modern Portfolio Theory (MPT) in managing our client’s assets.  Those three tenants are (1) broad diversification, (2) optimal asset allocation and (3) periodic rebalancing.  Given the market’s recent sell-off we made the decision to re-balance...