Blog

In an effort to bring you the most relevant information and research effecting financial markets and investing we have re-launched our blog. Once in a while we may throw in a surprise or two, so keep checking in. It is our pleasure to provide you with informative content on subjects that matter to you. Please let us know what you think, we value your feedback!

Monday, November 16, 2020

As the holidays approach, many children start to make wish lists, but unfortunately, not all children have someone to give them gifts. Luckily, there are many charities that help get holiday gifts and joy to children. If you're...

Monday, November 16, 2020

Life insurance can be an excellent tool for charitable giving. Not only does life insurance allow you to make a substantial gift to charity at relatively little cost to you, but you may also benefit from tax rules that apply to gifts...

Monday, November 16, 2020

Charitable giving is a way for affluent individuals spread their money around and to benefit causes that are near and dear to their hearts. Yet, for those who fall into the high net worth category, it is critical to structure...

Wednesday, November 4, 2020

The American people have voted, casting a record number of ballots under extraordinary circumstances, which is a testament to the enduring resilience of our democracy. Determining the outcome of our elections is a process, but it...

Tuesday, October 6, 2020

Any endeavor worth undertaking, especially one that may affect others, deserves our careful consideration before we begin. When contemplating charitable giving, think about the following points: · Choose Your Causes. Worthy...

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Tuesday, October 6, 2020

The holiday season is just around the corner and many charitable organizations are in desperate need of donations to help provide the vital services needed in the community. You are most often inundated with a number of charitable...

Tuesday, October 6, 2020

Divorce lawyers, marriage counselors and the U.S. court systems are bracing for a surge in divorce filings once quarantine restrictions are lifted. And while it might be months or years until we begin to fully understand the true...

Tuesday, October 6, 2020

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning,...

Thursday, September 10, 2020

Back to school this year will be different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, kids hitting the books again, and Labor Day gatherings. But unlike other years, going back to...

Wednesday, September 9, 2020

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. Do you have a will and powers of attorney for...

Tuesday, September 8, 2020

Every year, millions of Americans celebrate the holidays with traditions such as throwing parties and buying gifts for family and friends. Unfortunately, many also participate in a tradition that lands them in debt -- spending more...

Tuesday, September 8, 2020

When you die, what will happen to your retirement plan benefits? In general, your retirement plan benefits pass to the beneficiaries you designate on the plan beneficiary designation form. Your benefits will generally be subject to...

Tuesday, September 8, 2020

Contrary to what many people think, trusts are not reserved only for the wealthy. The truth is, people from all walks of life may benefit from a trust. What Is a Trust? Generally speaking, a trust is a legal entity that allows someone...

Friday, August 14, 2020

If you're a small business owner, you face many challenges in growing your company. One of them is recruiting and retaining the best talent for your needs. When your primary goals are managing costs and increasing revenue, how do you...

Wednesday, August 12, 2020

Because you've worked hard to create a secure and comfortable lifestyle for your family and loved ones, you'll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may...

Wednesday, August 12, 2020

If you are one of the 90% of taxpayers who don't itemize deductions, you cannot claim a federal deduction for charitable donations. To get past this issue, some people lump their charitable gifts together. Wondering how to claim a...

Wednesday, August 12, 2020

As the end of the year draws near, the last thing anyone wants to think about is taxes. But if you are looking for ways to minimize your tax bill, there's no better time for tax planning than before year-end. That's because there are a...

Tuesday, August 11, 2020

The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in the Northeast and Midwest are now experiencing increases in cases. According to the World Health...

Monday, July 27, 2020

The cost of raising a child with special needs can quickly dwarf the average cost of raising a child. While analysts believe middle-income families spend about a quarter of a million per child, they quote the cost of raising a special...

Tuesday, July 14, 2020

As time goes by, planning for a child’s college education is more challenging than ever before. The saving or investing method you choose will depend on your child’s age, as well as your financial resources. Other...

Tuesday, July 14, 2020

Invest early. Invest often. Invest for growth. These are the basic principles of saving for your child’s college education. The earlier you begin a savings program, the more time you have to benefit from the power of compound...

Tuesday, July 14, 2020

Even with all of your savvy college shopping and research about financial aid, college costs may still be prohibitive. At these prices, you expect you’ll need to make substantial financial sacrifices to send your child to college...

Tuesday, July 14, 2020

529 plans can be a great way to save for college, but they’re not the only way. When you’re investing for a major goal like education, it makes sense to be familiar with all of your options. Mutual funds Mutual funds are an...

Tuesday, July 14, 2020

AT THE MIDPOINT of 2020, we’re mindful that it’s been an extremely challenging year so far in the United States and around the globe. We’re in the midst of a pandemic that continues to impact all of us, our...

Wednesday, July 1, 2020

The July Fourth holiday will be very different this year. Although it’s a time to enjoy family and friends, and maybe even watch some fireworks, social distancing and a new wave of COVID-19 cases also may take a seat at the...

Thursday, June 18, 2020

Thinking about the need and the costs of long-term care is enough to make anyone uncomfortable. But while it's a difficult subject to talk about, it's also a topic that often generates lots of questions and misunderstanding. Consider...

Thursday, June 4, 2020

As we look ahead to the summer months, we can’t help but think what a challenging year it’s been so far. At the same time, we’re encouraged by the resiliency and accelerated innovation among US businesses and the...

Thursday, June 4, 2020

Today's kids have more information at their fingertips than past generations could ever have dreamed—but not all this information is always accurate. And when it comes to financial literacy, the ability to weed out misinformation...

Thursday, June 4, 2020

Many retirees today are redefining the “golden years.” Forget about endless days of leisure. Retirees seek adventure, travel, and new business pursuits. While these changes may redefine retirement, will retirees be able to...

Wednesday, June 3, 2020

The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it's even more important, since the mix of various types of investments accounts for most of the ups...

Wednesday, June 3, 2020

By investing for retirement through your employer-sponsored plan, you are helping to manage a critically important financial risk: the chance that you will outlive your money. But choosing to participate is just one step in your...

Thursday, May 28, 2020

As states begin to ease stay-at-home orders, communities across the county are starting to see “For Sale” signs planted in neighbors’ lawns again, after a dearth of signs since late February. And as we head into the...

Monday, May 18, 2020

Today's kids have more information at their fingertips than past generations could ever have dreamed—but not all this information is always accurate. And when it comes to financial literacy, the ability to weed out misinformation...

Monday, May 18, 2020

Linda and Peter are worried about their financial future. "We want our one-year-old son, Raymond, to go to college, but we're concerned that in 17 years, the cost might be more than we can afford," says Peter. "We also need to save for...

Monday, May 18, 2020

College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother...

Monday, May 18, 2020

As a physician, you've devoted a lot of time to educating yourself, building a career, and providing top notch care that enriches your patients lives, and in the midst of all that, it can be easy to overlook your finances. To ensure...

Friday, May 8, 2020

Nurses have always been heroes, tirelessly taking care of others while often putting their own health at risk. However, while dealing with the coronavirus, their role has become even more significant. Nurses are on the front lines of...

Wednesday, May 6, 2020

One of the most historic market crashes ever took place 10 years ago today, with the Dow Jones Industrial Average Index plunging more than 1,000 points, or 9%, within minutes, only to regain most of the losses by the end of the day....

Tuesday, May 5, 2020

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs...

Thursday, April 23, 2020

On Friday March 27, 2020, the government signed the Coronavirus Aid, Relief and Economic Security (CARES) Act into law. This act has several provisions to help individuals and businesses as they deal with the coronavirus and the...

Thursday, April 23, 2020

In late March 2020, as the number of novel coronavirus cases in the U.S. surged past 100,000, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed into law.1 The CARES Act provides around $2.2 trillion in aid to...

Thursday, April 23, 2020

If the coronavirus crisis has led you to recently join the more than 5 million U.S. workers who work from home, you may still be settling into a routine.1 Adding homeschooling (or e-learning) into the mix can introduce additional...

Thursday, April 23, 2020

Gone are the days when Mom helped you with your homework or how to ride your first bike around the neighborhood. Since moving on into adulthood, you’ve started your own family and pursued a career, often struggling between the...

Thursday, April 23, 2020

Being a healthcare worker can be a stressful and tiring job at the best of times, but in the face of vast uncertainty and fear around the coronavirus, this profession has become even harder. If you are a healthcare worker on the front...

Thursday, April 23, 2020

If you're like many workers who have recently transitioned to a home office until the coronavirus crisis passes, you may be struggling to stay as productive as you once were. Sharing your space with family members, often while lacking...