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Financial Planning
Webinar: Mid-Year Outlook: Guiding You Through a Market in Limbo
July 22, 2021 | Financial Planning
In this webinar, our experts discussed the roaring economic recovery, where we think markets are heading next, and how inflation can impact your portfolio, your plan, and more. You may also be interested in our Mid-Year Outlook, where Ebrahim Busheri, Director of Investments, …
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Mid-Year Outlook 2021: Guiding You Through a Market in Limbo
July 12, 2021 | Investment Themes
The economy is roaring, and the market has bounced back, hitting new highs along the way and leaving many investors wondering if we’ve come too far too fast. In our Mid-Year 2021 Outlook, we answer this key question and lay out our expectations for the rest of the year.
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Individuals5 Ways to Talk to Your Children and Grandchildren About Money
June 24, 2021 | Financial Planning
With so many young adults graduating high school and college this month, now is a perfect opportunity to have a conversation about finances. Your children and grandchildren look to you for guidance and expertise as they take on life’s challenges, why should finances be any different? Below, we …
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IndividualsA Case Study: Helping a Widow and Family Through a Loss
June 09, 2021 | Estate Planning
It’s our mission and top priority: Partnering with families during their working years, through retirement, and on to the next generation. We’re successful when you are successful in achieving your financial goals. Eventually, our relationships with individuals transition at a client’s death, …
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All AudiencesCharitable Giving Strategies Under Current Tax Laws
May 27, 2021 | Active Management
The 2017 Tax Cuts and Jobs Act made sweeping changes to our tax laws. One of the most significant was the nearly doubling of the standard deduction, an amount the IRS allows all tax filers to deduct from their income each tax year. For the 2021 tax year, the standard deduction is $12,550 for …
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All AudiencesIs Now the Time to Sell Your Business?
May 13, 2021 | Financial Planning
This article was written in collaboration with John Hawkins of Paramax Corp. John Hawkins’ 30+ year career incorporates a wide range of experiences including roles as an owner/operator of several successful privately held companies, senior executive of a publicly traded corporation, and …
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All AudiencesWebinar: A Community Discussion: Aligning Sustainability, Portfolios, and Charitable Giving
April 29, 2021 | Financial Planning
Making an impact is different for everyone. Watch our panel discussion on how the need for green space preservation can closely align with the growing trend of socially responsible investing.
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All AudiencesSix Steps to Getting Your Financial Plan in Order
April 26, 2021 | Financial Planning
For 17 years, April has been known as Financial Literacy Month: an opportunity to develop a greater understanding of financial concepts to reflect on your current situation. While we all understand that financial literacy is important, actually following through and completing your financial …
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All AudiencesWebinar: Quarterly Market Update: Planning for What Comes Next
April 21, 2021 | Financial Planning
The economy has been gradually recovering since COVID-19 shocked the system. Finally, we’re beginning to see what a return to normal might mean for investors and companies, alike. Check out our quarterly market update for a discussion on the changing investment landscape …
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All AudiencesLeaving a Sustainable Legacy
April 05, 2021 | Estate Planning
When it’s done right, financial planning should be about more than just getting to and living well in retirement. For most people, leaving a legacy gift is a worthwhile and very realistic goal. The future is unknowable, and the first priority for both us and our clients is well-being in good …
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Individuals