Search
Filter by type
January 04, 2023 | Financial Planning
Signed into law just over three years ago, the original SECURE Act ushered in significant changes for Americans looking to boost their retirement savings. With the ink still wet, many policymakers were already busy creating their SECURE Act ‘2.0’ wish lists – and fast forward to 2023, just in time …
January 03, 2023 | Investing
Goodbye, 2022 From all-time highs in January to a bear market in June – 2022 was nothing short of challenging. Investors and policy makers had to jump over plenty of hurdles including high inflation, rising interest rates, and recession fears. The Fed’s aggressive rate hikes to combat raging …
December 27, 2022 | Investing
A request for proposal, or RFP, is an important tool when selecting an investment advisor. Non-profit leaders have a fiduciary duty to select advisors in a prudent manner, and by executing a formal RFP process, organizations can fulfill their responsibility by interviewing multiple advisors in …
December 08, 2022 | Investing
There’s no shortage of topics to discuss and break down when it comes to markets and the economy, and today we’re sharing our views on current events that are top of mind. Get answers to: How will the election results impact the market and our investment strategy? What is the labor market …
December 07, 2022 | Estate Planning
Documenting your legacy, accounting and planning for unique family dynamics, and implementing today’s leading strategies are all reasons why estate planning should be on everyone’s radar. Whether you are looking to update yours, or create a new one, learn the essentials of …
December 06, 2022 | Investing
‘Tis the season for gifting and (hopefully) relaxing, which is why we are excited to release our second annual year-end book list. This year you’ll find some of our employees’ favorite reads – both fiction and nonfiction – on a diverse array of topics. Enjoy! Anxious People by Fredrik …
December 05, 2022 | Estate Planning
An estate plan is a vital component of the financial planning process as it helps account for the handling of your assets, no matter what stage of life you’re in. Trusts are a common tool used in plans to detail out your wishes and legacy making it a powerful document for loved ones handling your …
December 01, 2022 | Investing
The Fed Re-Focuses After a difficult year characterized by higher interest rates, high inflation, and recession fears, markets rallied late in November on fresh Federal Reserve (Fed) governor commentary regarding their potential future moves, providing some semblance of relief for investors. …
November 28, 2022 | Non-Profits
In the spirit of gift-giving season being in full swing, now is the time to jumpstart your organization’s year-end fundraising plan. The season starts on Giving Tuesday, taking place on November 29th, and there’s a few ways to entice donor generosity. We don’t need to tell you how …
November 22, 2022 | Financial Planning
With the year-end quickly approaching, many of us are ready to close the books on what has been a volatile and unpredictable year and welcome a new year. While we wait for the ball to drop, these final few weeks of the year are a great time to take stock of your finances and consider some …
Loading...