Q2 2018 Quarterly Commentary – July 1, 2018 Tariff Concerns: More Heat Than Light

Q2 2018 Quarterly Commentary – July 1, 2018
The old Wall Street adage, “The market climbs a wall of worry” seems apropos today, as it so often does. In the second quarter of 2018, the market did indeed climb in the face of economic and policy news that was often confusing and at times concerning. […]

Reasons to Review Your Estate Plan

At Golub Group we highly encourage our clients to review their estate plan with their attorney at least every five years, or whenever there is a major change in the law or their personal situation.

Having an up-to-date estate plan is a key part of sound financial planning. At our annual client VISION conference, where […]