ArticleTax Strategies
Consumer Confidence Lower in September (Again)
Regardless of your confidence, everyone needs a contingency plan? On September 28th the Conference Board announced that its Consumer Confidence Index…
5 min read · October 3, 2021
Insights
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Market CommentaryInvestment OversightU.S. EQUITY MARKETS WERE MIXED HEADING INTO THE LABOR DAY WEEKEND NONFARM PAYROLLS UNDER PRESSURE DUE TO DELTA VARIANT?
U.S. EQUITY MARKETS WERE MIXED HEADING INTO THE LABOR DAY WEEKEND NONFARM PAYROLLS UNDER PRESSURE DUE TO DELTA VARIANT? U.S. equity markets wrapped up…
6 min read · September 8, 2021
ArticleRetirement IncomeStocks Remain Strong, U.S. Passes Baton to Europe
The restart of economic activity is real, and well underway. As this condition broadens, we remain confident in our pro-risk stance; underweighted in…
2 min read · August 11, 2021
Market CommentaryInvestment OversightMarket Perspectives: VIX Falling, Stocks Priced for Perfection
The VIX is falling and stocks are priced for perfection. But, before we get started, I encourage everyone to pause this weekend and remember those who…
6 min read · July 3, 2021
ArticleTax StrategiesTax Considerations When Selling Your Small Business
Nearly half of all Americans—47.5 percent—are employed by small businesses. This means that approximately 60 million employees in the United States work…
4 min read · June 18, 2021
ArticleTax StrategiesBiden’s Tax Plan (proposal)
On May 28, President Biden’s Major Tax Plan Proposal and Fiscal Year 2022 Budget was released to Congress where he proffered his vision for the “American…
5 min read · June 7, 2021
Market CommentaryInvestment OversightIRA’S – Traditional or Roth: Which is best?
It’s never too early to consider retirement planning, and for many of us who are still developing our careers, an IRA of some sort is a potent financial…
3 min read · May 26, 2021
ArticleEstate PlanningEstate Planning – Reasons to Consider a Trust
Estate planning is a complex and often sensitive subject; you are, after all, trying to make significant decisions as to what will happen after you die…
3 min read · May 19, 2021
ArticleRetirement IncomeCreating An Ideal Retirement Isn’t Always About Money You Save
Retirement planning is serious business; you’ve worked your whole life for this and you want to ensure that your golden years are everything you dreamed…
3 min read · May 13, 2021
ArticleTax StrategiesWill The Recurring Child-Care Tax Credit Benefit the Economy?
The Biden administration has unrolled a number of tax breaks and economic stimulus programs in its first few months, and these plans and their potential…
3 min read · May 6, 2021
ArticleRetirement IncomeWhat Is Financial Wellness?
While it’s true that money isn’t everything, it also must be said that money has an impact on most if not all other aspects of our life. Financial…
2 min read · April 28, 2021
- ArticleInvestment Oversight
Understanding the Coming Inflation Problem
2020 was a tumultuous year for both the global and the US economy, and that tumult left many investors and consumers hoping for better, smoother days…
3 min read · April 22, 2021
ArticleRisk ManagementFed Chair Warns of Risks, Opportunities, for US Economy
The last year has been a wild ride, from an economic perspective. The COVID pandemic and the resulting business and financial uncertainties have…
3 min read · April 14, 2021
Market CommentaryInvestment OversightMarket Perspectives: Bulls, Bears, and the end of a Pandemic
When it comes to investing, most of us consider the markets to be made up of two types, buyers and sellers. More affectionately known as the bulls and…
3 min read · April 6, 2021
ArticleRetirement IncomeThe Outlook for Mortgages and Real Estate in 2021
2020 was a tumultuous year on all fronts, and most investors and homeowners are hoping for more stability and calm in 2021. Looking forward to the rest…
3 min read · March 31, 2021
ArticleRetirement IncomeWhen to Start Taking Social Security
Done correctly, retirement planning is a process that spans most of your working life. The right savings, the right investments, the right home…
3 min read · March 17, 2021
ArticlePhilanthropyAbout Bitcoin
Bitcoin’s been in the news for years, and with good reason. Over the course of its existence thus far, Bitcoin–alongside other cryptocurrencies–has…
3 min read · March 7, 2021
ArticleTax StrategiesPay Off Your Mortgage Early? Maybe Not
A home loan is the biggest financial liability most Americans ever assume, and paying off a mortgage is a long-term goal for many of us. The question…
3 min read · February 26, 2021
ArticleTax StrategiesCapital Gains Taxes and When They Apply
Capital gains taxes often come shrouded in myths and misconceptions, leading to confusion about their application and impact on investments. Clearing…
3 min read · February 17, 2021
ArticleRisk ManagementHow We Are Regulated By The SEC
We’re humbled by the trust our clients place in us and we do our best to honor that trust by treating them like family, getting to know their unique…
3 min read · February 10, 2021
ArticleEstate PlanningHow to Choose the Right Trustee
Estate planning necessitates thoughtful consideration in selecting a trustee, a crucial decision that significantly impacts the execution of your…
3 min read · February 2, 2021
ArticleInvestment OversightWhat Happened With Gamestop
Let’s open this one with a caveat: the situation which we’re discussing here is evolving rapidly and the ultimate resolution remains unseen. Investors…
3 min read · February 1, 2021
ArticleRetirement IncomeHow Much Home Can I Afford?
Homeownership is a cornerstone of the American dream and plays a significant role in our culture’s understanding of success, stability, and family…
2 min read · January 21, 2021
Market CommentaryInvestment OversightThe New Year: Partly Chaotic with a Chance for Opportunity
Happy New Year to our clients and readers. It took a few weeks before gaining enough inspiration to write our first Market Perspectives of 2021. The…
6 min read · January 19, 2021