by Jeffery A. Keill CFP, CIM, FMA, FCSI, CEA Successful investing isn’t about intelligence; it’s about wisdom. It is not about  getting...

by Jeffery A. Keill CFP, CIM, FMA,FCSI Everyone has heard the phrase ‘those who fail to learn from the past are bound to repeat it’........

by Jeffery A. Keill CFP, CIM, FMA,FCSI Want to get your 2025 off to a great start? A financially strong start? During the first weeks of...

by Jeffery A. Keill CFP, CIM, FMA,FCSI Here I sit scribbling out gift ideas for people in my family, office, and all the others that I...

by Jeffery A. Keill CFP, CIM, FMA,FCSI Are you Going Broke Safely? The affects of Tax-flation, that is the combined financial erosion of...

by Jeffery A. Keill CFP, CIM, FMA,FCSI In the past few months, I have been made to feel like a social stranger to the new world of post...

by Jeffery A. Keill CFP, CIM, FMA,FCSI Financial Freedom: oh you wonderful concept of excess and the stressless living. Financial...

by Jeffery A. Keill CFP, CIM, FMA,FCSI I love to walk along the beach. Soft wet sand under my bare feet and the waves creeping with a...

If you have ever visited our office you may well have seen the picture of a dancing Snoopy. This picture has been in my life since high scho

Mastering Taxation: Unveiling the Westminster Principle Leave it to the Brits to make taxation fun.

Introducing Our Client-Centric Website: Enhancing Communication and Interaction