As a savvy consumer of financial services, it’s important to understand how your assets are safeguarded.

A financial advisor outlines the key concerns people should consider before retiring overseas, such as cost of living, insurance, money, and rent vs. buy.

Use of a donor advised fund can help holders of concentrated stock positions engage in charitable giving while maximizing their tax benefits.

Tapping into the expertise of a trusted financial advisor to organize equity compensation can help time-pressed executives get the most of their stock while also handling some of the complex rules involved.

Income and cash flow in retirement planning is a crucial conversation that involves an analysis of different asset classes and a view on the economic cycle. Income is measured in terms of yield, but higher yielding asset classes often come with an elevated level of risk. Therefore, it is critical to pair yield and income needs with an assessment of volatility and client risk tolerance.

An increasing number of firms are turning to a trusted local financial institution to establish a term loan arrangement to help new partners fund their investment in the firm.

Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.

The midterm election results of 2018 look a lot like 2011. With the change in power Doug Fisher, Washington Expert covers what we can expect looking ahead to 2019.

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.