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Posts you may be interested in

Posts 1 - 10 of 65 Previous 1 2 3 4 5 ...7 Next
Retirement Security Legislation Awaits Senate Action
8/19/19
Posted in Insight & Opinion
  • Financial Planning

A quick update from Washington regarding the retirement legislation called the SECURE Act, The Setting Every Community Up for Retirement Enhancement Act of 2019.

Read Post
The Benefits of Offering a 10b5-1 Plan
6/25/19
Posted in Insight & Opinion
  • Financial Planning

How can the HR department support executives managing their concentrated stock positions? Working with a trusted financial advisor to establish a 10b5-1plan is one way to help executives achieve their goals while being compliant with federal rules.

Read Post
The Perils of Reaching for Yield
5/22/19
Posted in In the News
  • Financial Planning
  • Market Commentary

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.

Read Post
Understanding Roth IRAs
4/11/19
Posted in
  • Market Commentary
  • Financial Planning

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.

Read Post
How Successful Women Are Changing the Face of Philanthropy
3/19/19
Posted in Insight & Opinion
  • Market Commentary
  • Financial Planning
  • Managing Taxes
  • Trust & Estate Planning

As the amount of wealth that women control continues to grow, we take a look at how their approach to planning and giving is different.

Read Post
New Congress, Same Old Politics
1/15/19
Posted in Insight & Opinion
  • Financial Planning
  • Managing Taxes

Last December I predicted the new Congress which started on January 3, 2019 would be gridlock plus. Well so far it is gridlock without the plus. The plus is my reference to a few policy areas that may attract bipartisan support despite the bitter budget battles in Washington.

Read Post
Donor Advised Funds bring tax efficiency, flexibility to year-end giving
11/29/18
Posted in
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes

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.

Read Post
Looking Ahead – Q4 2018
10/15/18
Posted in Insight & Opinion
  • Optimizing Operations
  • Economic Perspectives
  • Financial Planning
  • Market Commentary

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
Sector Spotlight: Investing for the Cycle
10/15/18
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Market Commentary
  • Financial Planning

By using a disciplined business cycle approach, investors can identify key phases in the economy to achieve active returns from sector allocation.

Read Post
How effective use of a ‘defective’ trust reduces taxes on property transfers
9/18/18
Posted in
  • Optimizing Operations
  • Financial Planning
  • Market Commentary
  • Financial Planning

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
Posts 1 - 10 of 65 Previous 1 2 3 4 5 ...7 Next

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