Robert Huebscher does an annual interview with Jeremy Siegel from the Wharton School of the University of Pennsylvania around this time each year to gain his perspective on the current state of the market and what he sees going forward. You can read the interview by clicking here.
Financial objective identification and evaluation, budgeting and cash flow management, retirement planning and projections, stock option analysis, college funding and financing, life insurance analysis and estate planning strategies.
Portfolio analysis, asset allocation, investment policy development, security selection, investment implementation, portfolio rebalancing, performance reporting, portfolio monitoring, and company retirement plan establishment and implementation.
Income tax planning and projections, tax minimization strategies, and income tax preparation.