Search
Filter by type
Library
Stay up-to-date with our latest insights and resources during COVID-19. Learn more
wealth managementX
Financial 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 …
Audience
All Audiences
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. …
Audience
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.
Audience
All AudiencesMarkets & Economy » FAQ: What is your position on gold as an investment?
November 15, 2019 | Market Commentary
Is investing in gold a good idea? In this video, Jeff Ingraham, our Managing Director of Portfolio Strategies, discusses why you should think about gold from an economic perspective, and how to find investments that have intrinsic value.
Audience
All AudiencesMarkets & Economy » FAQ: What is your outlook for the trade war with China?
November 15, 2019 | Market Commentary
What impact is the trade war having on the markets? In this video, Jeff Ingraham discusses the dual impact of the U.S.-China trade war on both businesses and consumers, and his view on the possibility of an eventual resolution.
Audience
All AudiencesMarkets & Economy » FAQ: What are your thoughts on low and negative interest rates?
November 15, 2019 | Market Commentary
What does a negative interest rate mean? Jeff Ingraham expands on the reasoning behind current low and negative interest rate environments, and how to find possible opportunities for investment.
Audience
All Audiences
Financial Planning » Lifetime Legacy vs. Leaving a Legacy
November 08, 2019 | Financial Planning
Traditionally, most retirees’ approach to retirement has been to live frugally to leave a financial legacy to their families, friends, and charities after they pass away. This approach helps to protect retirees against the fear and/or risk of outliving their wealth. However, many would argue it …
Audience
IndividualsFinancial Planning » Webinar: College 101 - Focus on Finances
August 28, 2019 | Financial Planning
Navigating the college application process can be a challenge – especially when it comes to finances. How do you know if you’re eligible for student aid? What’s the difference between scholarships and grants? How do you save and pay for college? What are the …
Audience
IndividualsFinancial Planning » Financing a College Education
August 02, 2019 | Financial Planning
The cost of an undergraduate education has skyrocketed over the past several decades. Specifically, over the last decade the increase in the cost of college has exceeded the increase in the cost of most goods by an average of 3.2% per year. The cost of college can vary based on whether a student …
Audience
Individuals
Financial Planning » 3 Ways to Determine How Much Life Insurance You Need
June 28, 2019 | Financial Planning
Life insurance is a financial tool that can help individuals accomplish a variety of financial goals. Most commonly, life insurance provides for dependent family members in case of premature death. Life insurance can also be used to fund certain goals, such as a child or grandchild’s future …
Audience
Individuals