A highlight of the meaningful retirement provisions and unintended charitable planning opportunity the CARES Act creates for philanthropically motivated retirement account owners.

Personal financial planning will set you up for long-term financial gain and help you weather any financial situation.

Market fluctuations are normal and to be expected. But, when volatility strikes—as a result of political developments, economic downturns, war, health crises, or natural disasters—it can be tempting to react, make educated guesses on what to do, or fear that you are missing out on an opportunity.

Those families who look to preserve, protect and pass generational wealth recognize a strategic opportunity as interest rates and asset values continue a downward trend. We review wealth transfer strategies families are deploying to capture the unique benefits of these unprecedented market conditions.

The Coronavirus Aid, Relief, and Economic Security (CARES) Act signed effective April 2, 2020 aims to address economic and industry impacts of the COVID-19 pandemic. We outline the key provisions and potential impacts.

As with all income tax motivated strategies, every individual situation is unique and presents a variety of factors to determine the best course of action.

We outline why the COVID-19 pandemic puts family offices at increased cyber and financial risk. He provides seven practical steps that principals and executives can take to mitigate risk and position their family office for success after this crisis has passed.

A Roth IRA is a type of Individual Retirement Account (IRA) to which you make contributions with after tax money, meaning earnings you’ve already paid taxes on. The money you put into your Roth IRA grows tax-free and, assuming you have met certain conditions, your withdrawals are tax-free and not reported in your taxable income.

Women have unique financial concerns, which is why it's imperative that your financial advisor embrace the complexities of every unique situation and goal.