Markets & Economy » Volatility Awakens

February 06, 2018 | Market Commentary

The Dow Jones Industrial Average (DJIA) gave up more than 1,100 points yesterday in its largest one-day point decline on record. The S&P 500 dropped 4.1% for the day, and the CBOE Volatility (VIX) Index more than doubled. The downward move in equities began early last week, and the selloff …

Markets & Economy » Would You Buy This Smart Beta Strategy?

December 05, 2017 | Market Commentary

Smart beta investing strategies are on a roll. As one of the fastest growing exchange-traded fund (ETF) categories, there are now nearly 700 available in the market. With the number of smart beta ETFs increasing every year, their surging popularity is grabbing investor attention as the approach …

Markets & Economy » Digital Trends Driving Opportunity

June 02, 2016 | Investment Themes

The internet has evolved into the primary source of information for all of society and is quickly becoming the foundation for voice, video, and data communications. Not only does the internet provide an alternative means to distribute and repurpose content, but the massive adoption of the …

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Financial Planning » Friday Deadline to Claim Under Social Security’s File & Suspend Strategy

April 25, 2016 | Wealth Management

For those eligible, the deadline to claim Social Security’s File and Suspend strategy is Friday, April 29th, 2016. Offering the ability to receive some Social Security benefits early while continuing to accrue larger benefits, the File and Suspend strategy is attractive to retirees because it …

Financial Planning » Contribution Limits, Tax Rates, and More for 2016

January 14, 2016 | Wealth Management

Every year the IRS announces numerous changes to contribution limits and tax rates that are important to know for investing and tax planning purposes. In many cases, the information can be difficult to locate or confusing to break down. With this in mind, we have created a reference guide …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Financial Planning » Social Security Developments: What You Need to Know

December 01, 2015 | Wealth Management

The Bipartisan Budget Act of 2015, signed into law by President Obama on November 2nd, included a provision that eliminates popular Social Security planning strategies. Below is a brief, general summary of the changes, aimed at closing unintended “loopholes:” The budget act has eliminated the " …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Financial Planning » Tax-Loss Selling Considerations for Investors at Year-End

November 13, 2015 | Wealth Management

As the end of the calendar year approaches, many investors with taxable investment accounts that have realized capital gains during the year consider selling their stocks and/or bonds that are currently at a loss, to offset the gains and reduce the tax consequences. Typically, an investor will …