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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 for his key pro-growth policies (e.g., …
Audience
All AudiencesFebruary 21, 2017 | Estate Planning
Estate planning is a vital part of the financial planning process at all stages of life, and the effectiveness of various estate planning tools will change throughout an individual’s lifetime. In this recorded webinar, we discuss the importance of estate planning and share …
Audience
IndividualsSenior Investment Consultant
February 01, 2017 | Tax Planning
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 (e.g., connections to people or groups, stories, feelings) or a financial appeal (e.g., tax savings, estate planning, personal …
Audience
Endowments & FoundationsJanuary 26, 2017 | Tax Planning
Every year the IRS announces numerous changes to contribution limits and tax rates that are important to know for investing and tax planning purposes. Similar to 2016, the changes for 2017 are modest, with many figures remaining the same. Changes are typically dictated by cost-of-living …
Financial Planning Coordinator/Senior Consultant
December 05, 2016 | Tax Planning
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 …
Audience
IndividualsQualified Plans Consultant
November 17, 2016 | Retirement Plans
Business owners looking to implement a new qualified retirement plan—like a §401(k) plan or a cash balance plan—for the 2016 calendar year must have the plan document signed by 12/31/2016 for the earliest allowable effective date of 01/01/2016. Here are some important points to consider about …
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