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February 03, 2023 | Estate Planning
There are two main reasons why people delay or altogether avoid estate planning: It forces you to confront your own mortality, which most people find uncomfortable as you’re forced to think about death, especially one’s own. It requires you to make difficult decisions that may impact the …
February 01, 2023 | Financial Planning
Key Takeaways Beginning in 2023, changes to FAFSA rules will create opportunities for extended family members to lend a hand with college costs without harming financial aid. Gifts or 529 Plan distributions from non-parent accounts were previously considered income to the student, but with …
February 01, 2023 | Investing
A Green January 2023 started off strong with all US stock indexes finishing the month in the green, a welcomed sight for investors. The S&P 500 added 6.2% in January, while the Nasdaq Composite finished the month gaining 11% – marking its best start to the year since 2001. Optimism stems from a …
January 30, 2023 | Investing
Is a recession coming? A question that is top of mind for investors, businesses, and everyone in between. In our Annual Outlook, we shared our view that growth will continue to slow, and a recession is the most likely outcome. If a recession does materialize, we expect downward pressure on …
January 25, 2023 | Investing
What will 2023 bring investors after US stock and bond markets suffered their worst cumulative year in decades in 2022? Hear from our team, including Director of Investment Policy Group, Chris Petrosino, on why last year was so difficult, what our market & economic outlook is …
January 24, 2023 | Non-Profits
New year, new aspirations! Now is a great time to set goals, get on track, and manifest a successful year ahead. Read on for three easy ways your organization can hit the ground running today, and throughout 2023. Revisit your organization’s Investment Policy Statement Investment Policy …
January 13, 2023 | Investing
The past three years have been a remarkable period of change for markets, the economy, and investors. If you went back to March 2020 and said to us, ‘This pandemic would change the world,’ we probably would have believed you. Change was coming, that much was obvious. Predicting how the pandemic …
January 12, 2023 | Investing
Last year was a disappointing one for investors, but will 2023 be any different? As we ring in the new year, we see quite a few reasons for caution and care. Hear from Marc Bushallow, Managing Director of Fixed Income, and Jason Symoniak, Global Strategies Group Senior Analyst, …
January 06, 2023 | Financial Planning
Everyone enjoys a nice sunset, however, the upcoming ‘sunset’ of the Tax Cuts and Jobs Act (TCJA) provisions at the end of 2025 is not something most taxpayers are looking forward to. And while most people tend to look back when it comes to taxes, we as planners prefer to look out over the long- …
January 05, 2023 | Financial Planning
There is no wrong time to start your financial wellness journey. You can decide to tackle it on a random Tuesday afternoon, the New Year, the start of a new job, or after a major life event. It doesn’t matter when you choose to, all that matters is that you’ve made a step to. Overcoming where …
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