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Posts you may be interested in

Posts 1 - 10 of 23 Previous 1 2 3 Next
Looking Ahead – Q4 2018
10/15/18
Posted in Insight & Opinion
  • Credit & Lending
  • Economy
  • Financial Planning
  • Investing

As we move into the final quarter of 2018, the landscape is dotted with both opportunities and challenges, created by a combination of Federal Reserve policy, the Trump Administration, and frankly, time.

Read Post
Market Review – Q4 2018
10/15/18
Posted in Insight & Opinion
  • Credit & Lending
  • Economy
  • Investing

As we entered the second half of 2018, markets appeared to be hitting an inflection point. On one hand, economic data remained robust, with the consumer fully engaged, wages growing at a modest pace, industrial production steady, and the corporate tax cut creating the opportunity for meaningful investment.

Read Post
How effective use of a ‘defective’ trust reduces taxes on property transfers
9/18/18
Posted in Financial Education
  • Credit & Lending
  • Family & Finance
  • Investing
  • Personal Finance

If you own real estate—perhaps a vacation home or income property that has increased substantially in value over the years—and you want to keep it in the family, there are a number of planning strategies you can use to help minimize the estate and gift tax consequences of the transfer.

Read Post
Looking Ahead – Q3 2018
7/12/18
Posted in Insight & Opinion
  • Credit & Lending
  • Economy
  • Financial Planning
  • Investing

One of the most challenging aspects of evaluating opportunities at this point in the market cycle is the tendency of the market to be rather binary in its assessments.

Read Post
Market Review – Q3 2018
7/12/18
Posted in Insight & Opinion
  • Credit & Lending
  • Economy
  • Investing

As the first quarter closed, equity and bond markets were searching for direction following the losses posted in the back half of the quarter after an exemplary January.

Read Post
Looking Ahead - Q2 2018
4/16/18
Posted in Insight & Opinion
  • Credit & Lending
  • Economy
  • Financial Planning
  • Investing

A strong U.S. economy, continued global growth improvement, a concerted effort by global central banks to remain accommodative as long as possible, and a general sense of complacency about valuations in the equity markets provided the backdrop for 2017’s wins.

Read Post
Market Review — Q2 2018
4/16/18
Posted in Insight & Opinion
  • Credit & Lending
  • Economy
  • Investing

As January began, it was clear that 2017 was going to be a tough act to follow for investors. It was a year marked by historically low volatility, essentially unchanged Treasury yields, and a straight up trajectory for equity markets, and as such, it seemed unlikely for this Goldilocks scenario to repeat itself again in 2018.

Read Post
Five things to consider before you buy your Florida getaway
2/02/18
Posted in Financial Education
  • Credit & Lending
  • Family & Finance
  • Financial Planning
  • Personal Finance
  • Retirement

Whatever the reason you’re seeking to buy a second or permanent home in Florida, how do you choose the one that’s best for your situation? “Consider the practical and emotional value of the property—as well as its cost and location—before you take the plunge,” says Charles Nilsen, at Boston Private.

Read Post
Looking Ahead - Q1 2018
1/16/18
Posted in Insight & Opinion
  • Credit & Lending
  • Economy
  • Financial Planning
  • Investing

While the 24-hour news cycle careened from one potential political crisis to the next, from North Korea, to the Affordable Care Act repeal, to Supreme Court changes, and finally to tax reform, volatility in the equity markets remained subdued, and the pace of the upward climb continued throughout 2017...

Read Post
Market Review — Q1 2018
1/16/18
Posted in Insight & Opinion
  • Credit & Lending
  • Economy
  • Investing

As 2017 closed, it has become clear that the "animal spirits" that guide the markets can shake off natural disasters, populist uprisings, a nuclear threat, and an ongoing stream of fodder for what once would have been Presidential scandals, but now pass for business as usual in the Trump Administration...

Read Post
Posts 1 - 10 of 23 Previous 1 2 3 Next

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