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Financial Planning » A 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 AudiencesFinancial Planning » Charitable 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 AudiencesFinancial Planning » 4 Questions to Ask Your Financial Advisor
March 23, 2021 | Financial Planning
Everyone wants to work with a financial advisor that’s right for them. But how do you know what advisor is right for you? You’re entrusting this individual with your financial well-being, so you should feel comfortable asking the tough questions. Some of the questions that follow may seem too …
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All AudiencesFinancial Planning » Women and Wealth
March 11, 2021 | Financial Planning
With Women’s History Month in full swing, we take a look at how women invest, what’s important to them, and how they are achieving success. Women think about money differently, invest it differently, and spend it differently. While motivations vary from person-to-person, as a whole, female …
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All AudiencesFinancial Planning » Webinar: Top Planning Considerations for 2021
February 18, 2021 | Financial Planning
Every new year brings changes to tax laws, Social Security benefits, healthcare, and more. A newly elected President and proposed tax law changes coupled with the ongoing impact of Covid-19 have left many with questions. Please join us for our upcoming webinar where our …
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All AudiencesFinancial Planning » Webinar: 2021 Outlook Light at the End of the Tunnel
January 22, 2021 | Financial Planning
Few would have thought that in the middle of the worst global pandemic in a century, the stock market would not just be doing okay, but would even be at all-time highs! The power of good investment advice is as important as ever. In this webinar, our Director of Investments, …
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Individuals
Financial Planning » Investment Outlook 2021: Light at the End of the Tunnel
December 15, 2020 | Investment Themes
After a year that left investors on the edge of their seats, many are wondering how to prepare for what’s next. In our 2021 Outlook, we discuss the lessons from this past year, and then lay out how we’re thinking about the economic recovery, ultra-low interest rates, and today’s stock market rally.
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IndividualsFinancial Planning » Webinar: Important Tax, Savings, & Benefit Updates For 2020
February 06, 2020 | Financial Planning
Every new year brings changes to tax laws, Social Security benefits, healthcare, and more. Some of this important information can be difficult to locate or understand which can make creating a comprehensive plan challenging. Additionally, the passage of the SECURE Act at the …
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Financial Planning » 5 Tips for Saving Money and Paying Off Debt in 2020
January 27, 2020 | Financial Planning
We are almost at the end of January, a time when our New Year’s resolutions may begin to falter. If one of your resolutions is to start saving more money, or to pay down debt (or even both!), the tips below may help you get back on track and regain the momentum to accomplish your resolutions. …
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All AudiencesMarkets & Economy » FAQ: When will the next recession hit?
November 15, 2019 | Market Commentary
When is the next recession going to hit? Jeff Ingraham, Managing Director of Portfolio Strategies, points out some key indicators of the country’s place in the economic cycle, and some signs of a looming recession.
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