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

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.

How you'll handle a business transfer is a critical component of your succession and legacy planning. Without a clear and detailed strategy, you jeopardize your company's future and leave your successor vulnerable to substantial tax hits.

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.

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.

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...

Are you on track to meet your goals? When investors have a written financial plan, they follow it and are more confident they will reach their goals. Yet only 38% of investors have a formal, documented plan.

While you may need to quickly adjust your financial “sails” occasionally to respond to unexpected life changes, there are many other events that you can prepare for in advance to make future course corrections much easier. Here’s a review of six major life events that can alter your financial plans – plus some actions you can take now to make sure you’re prepared for the future.