July 2017 Perspective

July 06, 2017 | Market Commentary

Growth stocks have had a great start to 2017. As the post-election euphoria wore off, the outperformance of value names and other cyclical sectors gave way to renewed investor interest in companies with capacity to generate their own growth in a slow growth world.

Financial Planning » Webinar: Exclusively for Medical Professionals

May 19, 2017 | Wealth Management

We discuss estate planning techniques that can help protect your assets, your practice, and your family.

Markets & Economy » The First 100 Days, an Investor’s Perspective

May 01, 2017 | Market Commentary

Markets rode a rollercoaster during President Trump’s first 100 days in office. We look at some of the most noteworthy events for his administration.

Markets & Economy » Stocks Surge and Uncertainty Looms Following President Trump’s Address

March 02, 2017 | Market Commentary

In his first major speech since inauguration, President Donald Trump addressed his laundry list of outstanding campaign promises with a more conciliatory tone. Many political commentators approved of his more measured approach, but specifics remain absent...

Financial Planning » Webinar: The Importance of Estate Planning Early (& Often)

February 21, 2017 | Wealth Management

Estate planning is not a one-time endeavor. The effectiveness of various estate planning tools will change throughout an individual’s lifetime as circumstances change. Join us we discuss the importance of ongoing estate planning, and various strategies your family may want to consider.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

Endowments & Foundations » How Trump’s Tax Proposals May Impact Non-Profits

February 01, 2017 | Investment Themes

Donors are driven by a variety of motivations when it comes to their charitable giving. Broadly speaking, we view these motivations as either having an emotional appeal...

Contribution Limits, Tax Rates, and More for 2017

January 26, 2017 | Wealth Management

Don’t have time to keep track of changes to contribution limits and tax rates? Our printable 2017 Tax Reference Guide has all the information you need compiled into one easy document.

Andrew DelMedico

Andrew DelMedico

Senior Consultant/Financial Planning Coordinator

Financial Planning » 12 Tips for Year-End Tax Planning

December 05, 2016 | Wealth Management

If you haven’t already started to think about what you need to do for year-end tax planning, time is running out. There are a number of things to consider for year-end planning for those who are still working, for those who are retired, and tips in general to help you prepare for year-end tax planning.

James Esposito

James Esposito

Qualified Plans Consultant

Three Considerations For Small Business Owners When Implementing a Retirement Plan

November 17, 2016 | Retirement Plans

Three things small business owners should keep in mind when looking to implement a new qualified retirement plan.